DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Center Street Advisors, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
George KuruvillaCenter Street Advisors, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 23, 2020Jun 15, 2020 (144 d)
Michael David DoseCenter Street Advisors, Inc. independent RIADempsey Lord Smith, LLC independent RIARIA to RIAOct 11, 2019Oct 15, 2019
Amber Hope HindsCenter Street Advisors, Inc. independent RIACapital Investment Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 2, 2019May 15, 2019
John Quincy AkinsCenter Street Advisors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2018Dec 21, 2018
Jeffrey Alan NabholzCenter Street Advisors, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2018Oct 30, 2018
Daniel J RobertsonCenter Street Advisors, Inc. BD affiliatedCrown Capital Securities, L.P. independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2018Sep 27, 2018
Richard Lee KagyCenter Street Advisors, Inc. BD affiliatedForesight Investment Advisors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserSep 14, 2018Aug 7, 2018
Peter Kevin JohnsonCenter Street Advisors, Inc. BD affiliatedCapital Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2018Jul 17, 2018
Jared Johnson WickesCenter Street Advisors, Inc. BD affiliatedCapital Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2018Jul 17, 2018
Walter John WestCenter Street Advisors, Inc. BD affiliatedBrookstone Capital Management LLC otherOtherFeb 14, 2018Jan 2, 2018
Eric James GlassbrennerCenter Street Advisors, Inc. BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2018Jul 26, 2018 (162 d)
David Lewis ErmlickCenter Street Advisors, Inc. BD affiliatedFirst Advisors National, LLC otherOtherJan 2, 2018Jan 8, 2018
Kathryn Michelle RidgeCenter Street Advisors, Inc. BD affiliatedFirst Advisors National, LLC otherOtherJan 2, 2018Jan 10, 2018
Paula Carole PassCenter Street Advisors, Inc. otherBrookstone Capital Management LLC otherOtherJul 31, 2017Jul 31, 2017
Robert Lloyd AnnableCenter Street Advisors, Inc. otherKalos Management otherOtherJul 10, 2017Jul 12, 2017
Russell Lee GameCenter Street Advisors, Inc. otherBrookstone Capital Management LLC otherOtherMay 2, 2017Apr 28, 2017
Steven Michael MartinezCenter Street Advisors, Inc. no RAUMSecure Investment Management, LLC otherOtherApr 28, 2016May 9, 2016
Rodney Tate MartinCenter Street Advisors, Inc. no RAUMBrookstone Capital Management LLC otherOtherMar 31, 2016Mar 30, 2016
Jerod Luke BlandCenter Street Advisors, Inc. no RAUMWells Fargo Advisors wirehouseOtherJan 4, 2016Aug 5, 2019 (1309 d)
Jonathon Edward ArmstrongCenter Street Advisors, Inc. no RAUMHorter Investment Management, LLC otherOtherDec 23, 2015Jan 5, 2016
Brian Howard JonesCenter Street Advisors, Inc. no RAUMBrookstone Capital Management LLC otherOtherNov 17, 2015Dec 21, 2015 (34 d)
Jennifer Elizabeth MillerCenter Street Advisors, Inc. no RAUMSagepoint Financial, Inc. otherOtherAug 27, 2015Oct 5, 2015 (39 d)
David Kevin SeitzerCenter Street Advisors, Inc. no RAUMAlphastar Capital Management otherOtherJun 10, 2015Jun 18, 2015
Michele Lynn HallCenter Street Advisors, Inc. no RAUMWells Fargo Advisors wirehouseOtherOct 28, 2014Apr 2, 2015 (156 d)
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84 moves match.