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.

AdvisorFromToTypeLeftRegistered
Jacob Bill RadkeSanctuary Advisors, LLC BD affiliatedFjell Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 2, 2023Aug 28, 2023
Dylan Gregory IsaacsSanctuary Advisors, LLC BD affiliatedRockefeller Capital Management BD affiliatedAffiliated broker-dealer or bank to anotherSep 13, 2023Sep 11, 2023
Kayla C DeyerSanctuary Advisors, LLC BD affiliatedBartlett & Co. Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Aug 30, 2023
Edward George MurphySanctuary Advisors, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Jul 10, 2023
Amber Judah PearsonSanctuary Advisors, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023May 28, 2025 (688 d)
Steven Anthony QuiriniSanctuary Advisors, LLC BD affiliatedMonere Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2023Jul 5, 2023
Adrianne Sanders YamakiSanctuary Advisors, LLC BD affiliatedStrategic Wealth Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 30, 2023May 25, 2023
Aureliana Lopes MonteiroSanctuary Advisors, LLC BD affiliatedStrategic Wealth Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 30, 2023Jun 5, 2023
Samuel Wade PerrySanctuary Advisors, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJun 1, 2023Jun 27, 2023
Larae Ann DuffSanctuary Advisors, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseMay 9, 2023Sep 19, 2023 (133 d)
Edward Lowell HildebrandSanctuary Advisors, LLC BD affiliatedWedbush Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 10, 2023Apr 10, 2023
Meghan Donna IdeSanctuary Advisors, LLC BD affiliatedSouthstate Private Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2023Jun 26, 2023 (122 d)
Joseph PlutskySanctuary Advisors, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseDec 19, 2022Jan 23, 2023 (35 d)
Jessica CosteSanctuary Advisors, LLC BD affiliatedTcw Investment Management Company LLC asset managerOtherNov 9, 2022Nov 29, 2022
Bennett Edward GrossSanctuary Advisors, LLC BD affiliatedLeucadia Asset Management LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 13, 2022Oct 13, 2022
Steven J BrownSanctuary Advisors, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 6, 2022Sep 27, 2022
Julie F BillingsSanctuary Advisors, LLC BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherMay 6, 2022Jan 10, 2024 (614 d)
Claude WilsonSanctuary Advisors, LLC BD affiliatedCommerce Brokerage Services, Inc independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2022Jun 20, 2022 (67 d)
Risa L LamontagneSanctuary Advisors, LLC BD affiliatedMorningstar Investment Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2022Jan 24, 2023 (319 d)
Rosa Ariana EstradaSanctuary Advisors, LLC BD affiliatedCaptrust institutionalOtherFeb 7, 2022Mar 9, 2022
Chad Joseph NichterSanctuary Advisors, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2022Mar 7, 2022
Shawna Terese Shevlin PartainSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJan 18, 2022Sep 14, 2022 (239 d)
Samantha Lynn MelchingSanctuary Advisors, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 18, 2022Feb 7, 2022
Benjamin GoodpasterSanctuary Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 3, 2021Feb 10, 2022 (99 d)
Melissa Schuessler MendezSanctuary Advisors, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 19, 2021Sep 16, 2024 (1063 d)
Hanna Marie JacksonSanctuary Advisors, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseOct 18, 2021Jan 21, 2022 (95 d)
Melia Breeze KrummSanctuary Advisors, LLC independent RIAOxford Financial Group, Ltd independent RIARIA to RIASep 3, 2021Jan 15, 2025 (1230 d)
Michael James KlorerSanctuary Advisors, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2021Jul 14, 2021
Kent Alexander DelphSanctuary Advisors, LLC BD affiliatedFacet independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2021May 11, 2021 (32 d)
Kaylin Marie DillonSanctuary Advisors, LLC BD affiliatedKaylin Dillon Financial Planning state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 15, 2021Jul 2, 2021 (109 d)
Paul FeganSanctuary Advisors, LLC BD affiliatedNavis Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Apr 16, 2021 (98 d)
David Stanley PriceSanctuary Advisors, LLC BD affiliatedNavis Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Mar 31, 2021 (82 d)
James Arthur AllenSanctuary Advisors, LLC BD affiliatedOppenheimer & Co. Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 30, 2020Dec 3, 2020 (64 d)
Robert Theodore RunnfeldtSanctuary Advisors, LLC BD affiliatedB. Riley Wealth Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 18, 2020Jul 28, 2022 (678 d)
Scott Jay KesslerSanctuary Advisors, LLC BD affiliatedB. Riley Wealth Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2020Aug 9, 2022 (691 d)
Mark William KarstromSanctuary Advisors, LLC BD affiliatedRealta Investment Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 2, 2020Sep 16, 2020
Jeannette Ann AdcockSanctuary Advisors, LLC BD affiliatedThurston Springer Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2020Sep 27, 2021 (455 d)
Frank Henry BechererSanctuary Advisors, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2020Apr 23, 2020
Dana GreenSanctuary Advisors, LLC BD affiliatedValeo Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2020Jun 15, 2020 (53 d)
Denise Halford HolderSanctuary Advisors, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2020Apr 23, 2020
Adam C CoonsSanctuary Advisors, LLC BD affiliatedWinthrop Capital Management otherOtherMar 13, 2020Oct 29, 2020 (230 d)
Matthew Mark ReynoldsSanctuary Advisors, LLC BD affiliatedProteus, LLC no RAUMOtherAug 29, 2019Jan 23, 2020 (147 d)
Mark Edward SchutterSanctuary Advisors, LLC BD affiliatedBlake Schutter Theil Wealth Advisors, LLC otherOtherAug 7, 2019Jan 24, 2020 (170 d)
Mark William DamerSanctuary Advisors, LLC BD affiliatedThurston Springer Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2019Aug 26, 2020 (420 d)
Bruce Eric ElderSanctuary Advisors, LLC BD affiliatedCentennial Securities Company Inc independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2019Jun 27, 2019
Elias SanchezSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2019May 31, 2019
Kevin Michael McdougallSanctuary Advisors, LLC BD affiliatedThurston Springer Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2019Aug 25, 2020 (452 d)
Andrew Van BlackwellSanctuary Advisors, LLC BD affiliatedInternational Assets Investment Management, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2019Mar 29, 2019
Nicholas BlackwellSanctuary Advisors, LLC BD affiliatedInternational Assets Investment Management, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2019Mar 15, 2019
Heidi HutchisonSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseFeb 7, 2019Feb 21, 2019
James Patrick LynchSanctuary Advisors, LLC BD affiliatedQuincy Wells Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 25, 2019Apr 22, 2020 (453 d)
Michael Blaise GeratySanctuary Advisors, LLC BD affiliatedBaker Tilly Investment Services institutionalOtherJan 17, 2019Aug 9, 2019 (204 d)
James Royal KirchnerSanctuary Advisors, LLC BD affiliatedSb Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 19, 2018Jan 4, 2019
Robert Joseph BlommelSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseDec 14, 2018Dec 10, 2018
Kelly Marie LukenSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseDec 14, 2018Dec 10, 2018
Brianne C SquibbSanctuary Advisors, LLC BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseDec 14, 2018Dec 10, 2018
Melissa Mae OconnellSanctuary Advisors, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseNov 26, 2018Nov 21, 2018
Timothy James HoffmanSanctuary Advisors, LLC BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAOct 30, 2018Oct 17, 2018
Elizabeth Ann CorrellSanctuary Advisors, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 27, 2018Oct 8, 2018
Joseph Randall WesleySanctuary Advisors, LLC BD affiliatedThurston Springer Financial otherOtherAug 24, 2018Aug 25, 2018
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132 moves match.