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 Captrust
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Austin Bradford Moore | Captrust institutional | Tradewinds, LLC independent RIA | Other | Aug 17, 2026 | Sep 11, 2026 |
| Erin Marie Jagusak | Captrust institutional | Pacer Advisors, Inc. asset manager | Other | Jul 22, 2026 | Aug 11, 2026 |
| Elizabeth Nicole Napper | Captrust institutional | Cw Advisors, LLC independent RIA | Other | Jul 20, 2026 | Sep 1, 2026 (43 d) |
| Michele Wostbrock | Captrust institutional | Facet independent RIA | Other | Jun 23, 2026 | Jul 30, 2026 (37 d) |
| Jesse Nathaniel Cramer | Captrust institutional | Rialto Wealth Management independent RIA | Other | May 22, 2026 | May 30, 2026 |
| Rylee Marie Felice | Captrust institutional | White Lighthouse Investment Management, Inc. independent RIA | Other | May 21, 2026 | Jul 2, 2026 (42 d) |
| Nicholas Joseph Thompson | Captrust institutional | LPL Financial LLC BD affiliated | Other | May 5, 2026 | May 8, 2026 |
| William Talmadge Link | Captrust institutional | J.P. Morgan Securities LLC wirehouse | Other | Mar 5, 2026 | Jul 15, 2026 (132 d) |
| Charles Edward Ruff | Captrust institutional | Layline Advisors independent RIA | Other | Jan 16, 2026 | Dec 19, 2025 |
| Alan Nataniel Gonzalez | Captrust institutional | Morgan Stanley wirehouse | Other | Nov 25, 2025 | Dec 11, 2025 |
| Adam Mark Eisenhauer | Captrust institutional | Titleist Asset Management, LLC independent RIA | Other | Nov 7, 2025 | Nov 7, 2025 |
| Lucas E. Roberson | Captrust institutional | Balentine independent RIA | Other | Oct 24, 2025 | Mar 15, 2026 (142 d) |
| Audrey Blanke | Captrust institutional | Choreo, LLC independent RIA | Other | Oct 18, 2025 | Oct 15, 2025 |
| Virginia Brake | Captrust institutional | Morgan Stanley wirehouse | Other | Aug 21, 2025 | Sep 1, 2025 |
| Shelly Halasz Rolf | Captrust institutional | Ameriprise Financial Services, LLC national BD | Other | Jul 17, 2025 | Jul 14, 2025 |
| Regina L Lewis | Captrust institutional | Wellth Advisory Services, LLC institutional | Other | Jul 10, 2025 | Oct 1, 2025 (83 d) |
| Brice Sawyer Gibson | Captrust institutional | Commonwealth Financial Network national BD | Other | Jun 3, 2025 | Jun 3, 2025 |
| Aubrea Ryan | Captrust institutional | Planmember Securities Corporation independent RIA | Other | May 27, 2025 | Jul 9, 2025 (43 d) |
| Wade Bilbrey | Captrust institutional | Mariner BD affiliated | Other | Apr 16, 2025 | May 9, 2025 |
| William Valk | Captrust institutional | Sentinel Pension Advisors, LLC. institutional | Other | Apr 7, 2025 | Apr 2, 2025 |
| David Michael Wahlen | Captrust institutional | Merit Financial Advisors independent RIA | Other | Jan 22, 2025 | Jan 29, 2025 |
| Giovanni Tiso | Captrust institutional | Range Advisory, LLC independent RIA | Other | Jan 22, 2025 | Feb 9, 2025 |
| Alexander Salem | Captrust institutional | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Oct 7, 2024 | Nov 18, 2024 (42 d) |
| Dara Beth Day | Captrust institutional | Cetera Investment Advisers LLC BD affiliated | Other | Jul 31, 2024 | Jun 27, 2025 (331 d) |
| Josiah Benjamin Larson | Captrust institutional | Palisade Asset Management, LLC independent RIA | Other | Jul 31, 2024 | Sep 4, 2025 (400 d) |
| Brian Patrick Abad | Captrust institutional | Ameritas Advisory Services, LLC BD affiliated | Other | May 9, 2024 | May 13, 2024 |
| Ashley W Owens | Captrust institutional | 11 Financial independent RIA | Other | Mar 18, 2024 | Mar 18, 2024 |
| Brandon Bineau | Captrust institutional | Moneta Group Investment Advisors, LLC independent RIA | Other | Jan 23, 2024 | Feb 1, 2024 |
| Kelly Lorraine Pickering | Captrust institutional | Sharp Financial independent RIA | Other | Dec 14, 2023 | Jan 17, 2024 (34 d) |
| Sean Anthony Roth | Captrust institutional | Morton Brown Family Wealth LLC independent RIA | Other | Dec 14, 2023 | Nov 15, 2023 |
| Jesse Malik | Captrust institutional | Sentinel Pension Advisors, LLC. institutional | Other | Oct 26, 2023 | Jul 17, 2024 (265 d) |
| Scott Matthew Mulvaney | Captrust institutional | Advice And Planning Services BD affiliated | Other | Sep 20, 2023 | Sep 26, 2023 |
| Derek Mccall Decker | Captrust institutional | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Sep 11, 2023 | Sep 7, 2023 |
| Gloria Pamela Rodriguez | Captrust institutional | Golden Wealth Capital, LLC state registered | Other | Jul 26, 2023 | Aug 25, 2026 (1126 d) |
| Allison Marie Ecklund | Captrust institutional | Zestiny Wealth state registered | Other | Jul 26, 2023 | Dec 23, 2024 (516 d) |
| Elena P Mccoy | Captrust institutional | LPL Financial LLC BD affiliated | Other | Jun 22, 2023 | Dec 13, 2024 (540 d) |
| George Venegas Pedraza | Captrust institutional | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jun 8, 2023 | Jun 28, 2023 |
| Deborah Sue Farnham | Captrust institutional | LPL Financial LLC BD affiliated | Other | Apr 13, 2023 | Mar 27, 2025 (714 d) |
| Mackenzie Cunningham | Captrust institutional | Interocean Capital independent RIA | Other | Mar 23, 2023 | Apr 28, 2023 (36 d) |
| Matthew Hand | Captrust institutional | Bip Wealth, LLC independent RIA | Other | Mar 8, 2023 | Jul 31, 2023 (145 d) |
| Brittany Nicole Robertson | Captrust institutional | Cetera Investment Advisers LLC BD affiliated | Other | Feb 15, 2023 | Jun 29, 2023 (134 d) |
| Trevor Darrell Moore | Captrust institutional | Fortitude Family Office independent RIA | Other | Jan 25, 2023 | Mar 14, 2023 (48 d) |
| Caroline J Regner | Captrust institutional | Morgan Stanley wirehouse | Other | Jan 25, 2023 | Feb 13, 2023 |
| Abigail Nicole Williams | Captrust institutional | Stone Oak Wealth Management, LLC independent RIA | Other | Dec 2, 2022 | Jan 4, 2023 (33 d) |
| David Trevor Rix | Captrust institutional | Morningstar Investment Management LLC mixed wealth | Other | Oct 26, 2022 | Jan 24, 2023 (90 d) |
| Brian Miserlian | Captrust institutional | Schwab Wealth Advisory, Inc. no RAUM | Other | Oct 26, 2022 | Nov 28, 2022 (33 d) |
| Timothy A Skelton II | Captrust institutional | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Oct 26, 2022 | Nov 28, 2022 (33 d) |
| Sarah Ann Colotto | Captrust institutional | Global Retirement Partners LLC institutional | Other | Oct 3, 2022 | Oct 26, 2022 |
| Arthur John Brachowski | Captrust institutional | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Sep 15, 2022 | Jan 19, 2023 (126 d) |
| Jacky Phan | Captrust institutional | Ulrich Investment Consultants mixed wealth | Other | Aug 23, 2022 | Sep 14, 2022 |
| Caroline A Macomber | Captrust institutional | Global Retirement Partners LLC institutional | Other | Aug 2, 2022 | Oct 17, 2024 (807 d) |
| John Franklin Pyles | Captrust institutional | Nationwide Investment Advisors, LLC BD affiliated | Other | May 24, 2022 | Jan 14, 2025 (966 d) |
| David Evan Goldberger | Captrust institutional | Williams Jones Wealth Management, LLC independent RIA | Other | May 24, 2022 | Jun 27, 2022 (34 d) |
| Jason Edinger | Captrust institutional | Commonwealth Financial Network national BD | Other | Mar 7, 2022 | Apr 25, 2022 (49 d) |
| Matthew Joseph Tinyo | Captrust institutional | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Mar 1, 2022 | Apr 1, 2022 (31 d) |
| Kyndall M Moore | Captrust institutional | Fidelity Personal And Workplace Advisors BD affiliated | Other | Jan 26, 2022 | Mar 28, 2022 (61 d) |
| Devin Kirk Murphy | Captrust institutional | E*Trade Capital Management, LLC independent RIA | Other | Jan 21, 2022 | Jan 26, 2022 |
| Briana Grace Smith | Captrust institutional | First Citizens Investor Services, Inc. BD affiliated | Other | Dec 15, 2021 | Jan 11, 2022 |
| Joseph Connell | Captrust institutional | Osaic Wealth, Inc. BD affiliated | Other | Sep 28, 2021 | Oct 1, 2021 |
| Michael Patrick Collins | Captrust institutional | Wincap Financial LLC no RAUM | Other | Sep 7, 2021 | Sep 3, 2021 |
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91 moves match.