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 Sanctuary Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Giannattasio | Sanctuary Advisors, LLC BD affiliated | Creative Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2026 | Sep 15, 2026 |
| Lauren Gadkowski Lindsay | Sanctuary Advisors, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2026 | Jun 16, 2026 |
| Jason Douglas Greenfield | Sanctuary Advisors, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Aug 5, 2026 |
| Arthur Allen Buckley | Sanctuary Advisors, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2026 | May 8, 2026 |
| Maeling Melody Bruns | Sanctuary Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jul 14, 2026 |
| John P Durham | Sanctuary Advisors, LLC BD affiliated | Valen Private Capital, LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 5, 2026 | Jun 5, 2026 |
| Benjamin Durham | Sanctuary Advisors, LLC BD affiliated | Valen Private Capital, LLC. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 5, 2026 | Jun 8, 2026 |
| Teigyoku Springer | Sanctuary Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2026 | Jul 14, 2026 (76 d) |
| Nichole Carr | Sanctuary Advisors, LLC BD affiliated | Symphony Financial, Ltd. Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Jun 12, 2026 (50 d) |
| Christopher William Shaw | Sanctuary Advisors, LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 21, 2026 | Jun 9, 2026 (49 d) |
| Kevin Henke | Sanctuary Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 20, 2026 | May 29, 2026 (39 d) |
| Samuel Kim | Sanctuary Advisors, LLC BD affiliated | Entrewealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Apr 15, 2026 |
| Jama R Grotelueschen | Sanctuary Advisors, LLC BD affiliated | Tenet Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 10, 2026 | Feb 2, 2026 |
| Kevan Michael Melchiorre | Sanctuary Advisors, LLC BD affiliated | Tenet Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 10, 2026 | Feb 2, 2026 |
| Kyle Brendan Wetters | Sanctuary Advisors, LLC BD affiliated | Tenet Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 10, 2026 | Feb 2, 2026 |
| Amy J. Clark | Sanctuary Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Jul 14, 2026 (154 d) |
| Madeline Grace Speckman | Sanctuary Advisors, LLC BD affiliated | Meridian Investment Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Jan 21, 2026 |
| Jennifer Jean Hansard | Sanctuary Advisors, LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Dec 9, 2025 |
| Matthew Blake Murphy | Sanctuary Advisors, LLC BD affiliated | Marble Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Jun 2, 2025 |
| Emily Lauren Farrior | Sanctuary Advisors, LLC BD affiliated | Marble Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | May 30, 2025 |
| Rebecca Hardwich Baker | Sanctuary Advisors, LLC BD affiliated | Marble Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Jun 2, 2025 |
| Dustin Grant Hatfield | Sanctuary Advisors, LLC BD affiliated | Marble Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | May 30, 2025 |
| Adam Miller Rogers | Sanctuary Advisors, LLC BD affiliated | Marble Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Jun 2, 2025 |
| Jennifer M Woods | Sanctuary Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 30, 2025 | Oct 2, 2025 (64 d) |
| Emily Nelson | Sanctuary Advisors, LLC BD affiliated | Alpha Financial Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2025 | Jul 31, 2025 (35 d) |
| Siegfrid Modesto Sicangco | Sanctuary Advisors, LLC BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2025 | Jul 9, 2025 |
| Marcello Zaffaroni | Sanctuary Advisors, LLC BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 15, 2025 |
| Juan Martin Campuzano | Sanctuary Advisors, LLC BD affiliated | Insigneo Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 14, 2025 |
| Tracey Ann Gledhill | Sanctuary Advisors, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | Oct 3, 2025 (156 d) |
| Kathleen Ann Heit | Sanctuary Advisors, LLC BD affiliated | Endeavor Private Wealth, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2025 | Apr 29, 2025 |
| Crystal Michelle Jamieson | Sanctuary Advisors, LLC BD affiliated | Centaurus Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 11, 2025 |
| Glen David Strauss | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Eleanor Weinstock | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Jonathan Adam Lewis | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Hank Jay Krakover | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Barbara Moreno | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| Adam Lawrence Weinstock | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 3, 2025 | Jan 21, 2025 |
| James Richard Lull | Sanctuary Advisors, LLC BD affiliated | Signature Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2025 | Aug 25, 2025 (144 d) |
| Derek Justin Finch | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
| Edward J Kahn | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
| Razmig Kevork Der-Tavitian | Sanctuary Advisors, LLC BD affiliated | Evolve Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2025 | Jan 21, 2025 |
| Callen James Campbell | Sanctuary Advisors, LLC BD affiliated | Advocates Wealth Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2025 | Apr 18, 2025 (67 d) |
| Benjamin Joseph Leboeuf | Sanctuary Advisors, LLC BD affiliated | Avidian Wealth Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2025 | Mar 30, 2025 (54 d) |
| Terrence Patrick Geary | Sanctuary Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 24, 2025 | Jan 31, 2025 |
| Alex C Mueller | Sanctuary Advisors, LLC BD affiliated | The Ameriflex Group BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Jan 30, 2025 |
| Marti Burke Marache | Sanctuary Advisors, LLC BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2024 | Dec 6, 2024 |
| William Jeffrey Brown | Sanctuary Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2024 | Feb 27, 2025 (115 d) |
| Matt William Tucker | Sanctuary Advisors, LLC BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2024 | Aug 19, 2024 |
| James Thomas Drennan Weston | Sanctuary Advisors, LLC BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2024 | Mar 9, 2026 (579 d) |
| Catherine M Coleman | Sanctuary Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 31, 2024 | Nov 20, 2024 (173 d) |
| Timothy John Helfer | Sanctuary Advisors, LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Feb 20, 2024 | Nov 20, 2025 (639 d) |
| Susan Lynn Wolfe | Sanctuary Advisors, LLC BD affiliated | Northcoast Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2024 | Jul 25, 2024 (203 d) |
| Mary Teresa Roberto | Sanctuary Advisors, LLC BD affiliated | Northcoast Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2024 | Jul 30, 2024 (208 d) |
| Kevin William Stillman | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 12, 2023 | Nov 10, 2023 |
| Niki Fowler Woodworth | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 12, 2023 | Nov 10, 2023 |
| Frank Joseph Esposito | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 11, 2023 | Nov 10, 2023 |
| Jessica P. Granier | Sanctuary Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 28, 2023 | Jan 8, 2024 (41 d) |
| Daly Christa Andersson | Sanctuary Advisors, LLC BD affiliated | Sterling Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2023 | Nov 7, 2023 |
| Thomas Martin Stadum | Sanctuary Advisors, LLC BD affiliated | Fjell Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2023 | Aug 18, 2023 |
| Daniel Brian Schuster | Sanctuary Advisors, LLC BD affiliated | Fjell Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2023 | Aug 18, 2023 |
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132 moves match.