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 Touchstone Capital, Inc.

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
Theodore Stephen KerrTouchstone Capital, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Sep 15, 2025
Timothy Edward Curtis MenefeeTouchstone Capital, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Sep 15, 2025
Jaime Lee CroissantTouchstone Capital, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Sep 15, 2025
Markus Lamont WilliamsTouchstone Capital, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2025Sep 15, 2025
Philip HerbsterTouchstone Capital, Inc. independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2025Mar 19, 2025 (40 d)
David SimeoneTouchstone Capital, Inc. independent RIACreative Financial Designs, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2024Dec 21, 2023
Scott Wilbur LucasTouchstone Capital, Inc. independent RIABeacon Wealth Consultants, Inc. independent RIARIA to RIAJan 3, 2022Jan 10, 2022
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7 moves match.