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 Vann Equity Management LLC

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
Richard Alan MaplesVann Equity Management LLC mixed wealthMoney Concepts Advisory Service BD affiliatedRIA to affiliated broker-dealer or bankMar 10, 2025Mar 17, 2025
Richard Joseph DurkeeVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 9, 2019Jan 23, 2019
Dustin P RollinsVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 9, 2019Jan 1, 2026 (2215 d)
Yehoshua Leibel SternbachVann Equity Management LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAApr 3, 2019Mar 25, 2019
April Reed CrewsVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 12, 2018
Susan Charlson Mcnamara MusilVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Dec 14, 2018
Daniel George CrewsVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 24, 2018
Abby Christine ReedVann Equity Management LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 29, 2019Sep 19, 2018
Michael Scott MooreVann Equity Management LLC independent RIAAdvisory Services Network otherOtherApr 4, 2018Aug 9, 2017
Christopher Scott MooreVann Equity Management LLC independent RIAAdvisory Services Network otherOtherApr 4, 2018Aug 9, 2017
Mark Alden PetersonVann Equity Management LLC independent RIAAdvisory Services Network otherOtherApr 4, 2018Aug 9, 2017
Brian MooreVann Equity Management LLC independent RIAAdvisory Services Network otherOtherApr 4, 2018Aug 9, 2017
Joseph Isaac PittVann Equity Management LLC independent RIAAdvisory Services Network otherOtherApr 4, 2018Aug 9, 2017
Todd Aaron SchneiderVann Equity Management LLC otherCutter Financial Group LLC no RAUMOtherMar 5, 2018Nov 9, 2017
Gerald Joseph RobillardVann Equity Management LLC otherCutter Financial Group LLC no RAUMOtherFeb 21, 2018Oct 18, 2017
Jeffrey Thomas CutterVann Equity Management LLC otherCutter Financial Group LLC no RAUMOtherFeb 21, 2018Oct 18, 2017
Susan Johanna RomanVann Equity Management LLC otherCutter Financial Group LLC no RAUMOtherFeb 21, 2018Oct 18, 2017
Darryl Jerome FyallVann Equity Management LLC otherCenter Street Advisors, Inc. independent RIAOtherMay 1, 2017Dec 5, 2019 (948 d)
Christopher Andrew HorvathVann Equity Management LLC otherAfferent Investments, LLC no RAUMOtherMar 29, 2017Feb 9, 2016
Felton Thomas MosleyVann Equity Management LLC otherAe Wealth Management, LLC no RAUMOtherSep 9, 2016Apr 22, 2016
John David IammarinoVann Equity Management LLC otherBrookstone Capital Management LLC otherOtherJun 8, 2016Jun 8, 2016
Germi Lamar CloudVann Equity Management LLC otherCloud Investments, LLC independent RIAOtherJun 6, 2016Jun 6, 2016
Don P CloudVann Equity Management LLC no RAUMCloud Investments, LLC independent RIAOtherJan 14, 2016Jan 29, 2016
Charles HarrimanVann Equity Management LLC no RAUMCloud Investments, LLC independent RIAOtherJan 14, 2016Jan 29, 2016
Richard Scott EhrlichVann Equity Management LLC no RAUMBrookstone Wealth Advisors, LLC otherOtherJan 12, 2016Jan 25, 2016
Fred Todd SchwendimanVann Equity Management LLC no RAUMBrookstone Capital Management LLC otherOtherDec 8, 2015Dec 7, 2015
Pete Alexander LangVann Equity Management LLC no RAUMLang Capital state registeredOtherNov 6, 2015Oct 16, 2015
John Worden ColemanVann Equity Management LLC no RAUMSagepoint Financial, Inc. otherOtherAug 14, 2015Sep 30, 2015 (47 d)
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28 moves match.