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 Townsquare Capital, 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
Taylor David AcevedoTownsquare Capital, LLC asset managerSoltis Investment Advisors, LLC independent RIAOtherNov 17, 2025Nov 19, 2025
Joshua J FladeTownsquare Capital, LLC asset managerOneseven independent RIAOtherSep 4, 2024Sep 16, 2024
Brent Alan CochranTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
David Daniel HarrisTownsquare Capital, LLC mixed wealthHa Wealth Advisors Inc. state registeredRIA to a state-registered adviserJun 28, 2023May 1, 2023
Hoyt Scott RobeyTownsquare Capital, LLC mixed wealthSimplicity Wealth independent RIARIA to RIAJun 28, 2023May 16, 2023
Bradley Tyson FerneyTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Shane Allen JensenTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Garen Tanner WinnTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Rachelle MorrisTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Renn Michael OlsenTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Raymond Wilhelm JohnsTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Bradley Jay ChristensenTownsquare Capital, LLC mixed wealthAscent Retirement Advisors state registeredRIA to a state-registered adviserJun 28, 2023May 2, 2023
Seth Larson MerrillTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Matthew Kip MendenhallTownsquare Capital, LLC mixed wealthThe Norden Group LLC independent RIARIA to RIAJun 28, 2023May 11, 2023
Tyson Lance WakleyTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Trent Lewis JohnsonTownsquare Capital, LLC mixed wealthThe Norden Group LLC independent RIARIA to RIAJun 28, 2023May 11, 2023
Brad Wilson SorensenTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Colter Alan YdeTownsquare Capital, LLC mixed wealthThe Norden Group LLC independent RIARIA to RIAJun 28, 2023May 11, 2023
Kylee Marie AdamsonTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Ahlin Rochelle HafenTownsquare Capital, LLC mixed wealthThe Norden Group LLC no RAUMRIA to a newly registered adviserJun 28, 2023Mar 15, 2023
Weston William AdamsTownsquare Capital, LLC mixed wealthHa Wealth Advisors Inc. state registeredRIA to a state-registered adviserJun 28, 2023May 1, 2023
David Michael ZamoraTownsquare Capital, LLC mixed wealthCreativeone Wealth, LLC independent RIARIA to RIAJun 23, 2023May 31, 2023
Benjamin James MarshallTownsquare Capital, LLC mixed wealthAscentis Independent Advisors, LLC independent RIARIA to RIAMay 30, 2023May 30, 2023
Eric Dean StuartTownsquare Capital, LLC mixed wealthPortside Wealth Group, LLC no RAUMRIA to a newly registered adviserMay 26, 2023Apr 17, 2023
Randall Greer SparksTownsquare Capital, LLC mixed wealthPortside Wealth Group, LLC no RAUMRIA to a newly registered adviserMay 26, 2023Apr 17, 2023
Nicole Lea AyersTownsquare Capital, LLC mixed wealthBrookstone Wealth Advisors, LLC independent RIARIA to RIADec 31, 2022Jan 6, 2023
Robin Leon AndersenTownsquare Capital, LLC mixed wealthDfpg Investments, LLC independent RIARIA to RIANov 9, 2022Oct 25, 2022
Matthew Taylor HoskinsTownsquare Capital, LLC mixed wealthPrestige Wealthwide, LLC no RAUMRIA to a newly registered adviserOct 20, 2022Sep 2, 2022
Christopher Michael MillerTownsquare Capital, LLC mixed wealthTlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 17, 2022Sep 18, 2023 (336 d)
Spencer Randy EllisTownsquare Capital, LLC mixed wealthHurley Investments, LLC state registeredRIA to a state-registered adviserDec 17, 2021Oct 10, 2023 (662 d)
Jennifer Lynne LandonTownsquare Capital, LLC mixed wealthJourney Retirement Planning And Investment Management, LLC no RAUMRIA to a newly registered adviserDec 17, 2021Aug 13, 2021
Jordan Cal AndersonTownsquare Capital, LLC mixed wealthJourney Retirement Planning And Investment Management, LLC no RAUMRIA to a newly registered adviserDec 17, 2021Aug 13, 2021
Scott G HoxerTownsquare Capital, LLC mixed wealthAlliance Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 22, 2021Jun 25, 2021
Jaron Allen MunkTownsquare Capital, LLC mixed wealthAlliance Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 22, 2021Jun 25, 2021
Paul Alfred ColesTownsquare Capital, LLC mixed wealthAlliance Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 22, 2021Jun 25, 2021
Mason Michael PageTownsquare Capital, LLC mixed wealthAlliance Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 22, 2021Jun 25, 2021
Benjamin David ColesTownsquare Capital, LLC mixed wealthAlliance Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 22, 2021Jun 25, 2021
Levi B LarsonTownsquare Capital, LLC mixed wealthLarson Williams Wealth Advisors, LLC independent RIARIA to RIAOct 19, 2021Feb 23, 2021
Dallen Wade WilliamsTownsquare Capital, LLC mixed wealthLarson Williams Wealth Advisors, LLC independent RIARIA to RIAOct 19, 2021Feb 23, 2021
Nathan Wade RydalchTownsquare Capital, LLC mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankOct 1, 2021Sep 29, 2021
Robert John BeckTownsquare Capital, LLC mixed wealthWealth Management Cpas, LLC independent RIARIA to RIAApr 12, 2021Sep 21, 2020
James WinokurTownsquare Capital, LLC mixed wealthArs Investment Advisors, Inc. independent RIARIA to RIAJan 12, 2021Jan 19, 2021
Justin David StrunkTownsquare Capital, LLC mixed wealthArs Investment Advisors, Inc. independent RIARIA to RIAJan 12, 2021Jan 19, 2021
Gary Hiromi NakamuraTownsquare Capital, LLC independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 29, 2020Mar 27, 2020
Michael John StevensTownsquare Capital, LLC otherCapital Wealth, LLC independent RIAOtherDec 19, 2017Dec 21, 2017
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45 moves match.