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 Verdence Capital 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
Stephen Francis JacobsonVerdence Capital Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 29, 2026Jun 12, 2026
Sarah MouserVerdence Capital Advisors, LLC independent RIAMerit Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2026Apr 8, 2026
David Richard NelsonVerdence Capital Advisors, LLC independent RIAMonument Wealth Management independent RIARIA to RIAMar 24, 2026Apr 1, 2026
Lucas Walter HodgeVerdence Capital Advisors, LLC independent RIAMonument Wealth Management independent RIARIA to RIAMar 9, 2026Mar 22, 2026
Kai S KressmanVerdence Capital Advisors, LLC independent RIAHb Wealth independent RIARIA to RIAFeb 9, 2026Mar 9, 2026
Nicholas R SchiavoneVerdence Capital Advisors, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJan 23, 2026Jul 30, 2026 (188 d)
Michele M BeerninkVerdence Capital Advisors, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 29, 2025Oct 2, 2025
Kathryn KellyVerdence Capital Advisors, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 11, 2025Mar 11, 2026 (181 d)
David GonzalezVerdence Capital Advisors, LLC independent RIAFinancial Dimensions, LLC. state registeredRIA to a state-registered adviserNov 18, 2024Feb 14, 2025 (88 d)
Gennadiy ToddVerdence Capital Advisors, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJun 24, 2024Sep 25, 2024 (93 d)
Wilbur Anthony McmullenVerdence Capital Advisors, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 8, 2024Apr 22, 2025 (410 d)
Michael R HoffmanVerdence Capital Advisors, LLC independent RIAMacroview Investment Management LLC independent RIARIA to RIAApr 14, 2023Jul 5, 2023 (82 d)
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12 moves match.