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 Capstone Wealth 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 |
|---|---|---|---|---|---|
| Tyler Eugene Ryan | Capstone Wealth Advisors, LLC independent RIA | Capstone Ria no RAUM | RIA to a newly registered adviser | Jul 29, 2025 | Feb 27, 2025 |
| Lettie Elizabeth Sihota | Capstone Wealth Advisors, LLC independent RIA | Capstone Ria no RAUM | RIA to a newly registered adviser | Jul 29, 2025 | Feb 26, 2025 |
| Steven Gary Hoglund | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 12, 2025 |
| Ryan Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Kyle Jay Russell | Capstone Wealth Advisors, LLC independent RIA | Global Retirement Partners LLC institutional | Other | Feb 11, 2025 | Apr 1, 2025 (49 d) |
| Shawn Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Kosuke Takahashi | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Brett Skogstad | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Brian Morris Felshaw | Capstone Wealth Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2025 | Feb 3, 2025 |
| Alicia M Martinez | Capstone Wealth Advisors, LLC independent RIA | Difi Advisory state registered | RIA to a state-registered adviser | Aug 30, 2021 | Feb 18, 2022 (172 d) |
| Michael Bert Coursey | Capstone Wealth Advisors, LLC independent RIA | Clearview Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 13, 2019 | Nov 28, 2019 |
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11 moves match.