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 Centric 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 |
|---|---|---|---|---|---|
| Lindy Chan | Centric Advisors, LLC independent RIA | Vibrance Wealth Management LLC state registered | RIA to a state-registered adviser | Aug 26, 2026 | Sep 3, 2026 |
| Gary Duwayne Wurl | Centric Advisors, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jun 17, 2026 | May 28, 2026 |
| Joseph Randolph Ingram | Centric Advisors, LLC independent RIA | Entrewealth independent RIA | RIA to RIA | Apr 10, 2026 | Apr 14, 2026 |
| Eric Gin Wai Lian | Centric Advisors, LLC independent RIA | Per Stirling Capital Management, LLC independent RIA | RIA to RIA | Nov 17, 2025 | Nov 17, 2025 |
| Victoria Louise Cooper | Centric Advisors, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 25, 2025 | Mar 27, 2025 |
| Brandy Alexander Ariza | Centric Advisors, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 21, 2023 | Feb 21, 2023 |
| Steven Brian Castro | Centric Advisors, LLC independent RIA | Exos Wealth Strategies, LLC state registered | RIA to a state-registered adviser | Dec 21, 2022 | Oct 13, 2023 (296 d) |
| Blake M. Douglas | Centric Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2021 | Nov 29, 2021 |
| Hector Roberto Castellanos | Centric Advisors, LLC independent RIA | Signature Financial Advisors state registered | RIA to a state-registered adviser | Jul 26, 2021 | Jul 29, 2021 |
| Mark Andrew Ruzicka | Centric Advisors, LLC independent RIA | Righteous Financial, LLC state registered | RIA to a state-registered adviser | May 27, 2021 | Nov 9, 2021 (166 d) |
| Shaun Marshall Taylor | Centric Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2021 | Apr 9, 2021 (35 d) |
| Stoy Tyree Hall | Centric Advisors, LLC independent RIA | Black Mammoth LLC state registered | RIA to a state-registered adviser | Dec 8, 2020 | Oct 2, 2020 |
| Joshua Alan Kloewer | Centric Advisors, LLC independent RIA | Black Mammoth LLC state registered | RIA to a state-registered adviser | Dec 8, 2020 | Oct 2, 2020 |
| Job Marcel Louimeus | Centric Advisors, LLC independent RIA | Exos Wealth Strategies, LLC state registered | RIA to a state-registered adviser | Jun 19, 2020 | Oct 19, 2020 (122 d) |
| Brian Matthew Campbell | Centric Advisors, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 30, 2019 | Aug 2, 2019 |
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15 moves match.