DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Engrave Wealth Partners, 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 |
|---|---|---|---|---|---|
| Gregory Scott Parker | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Denise Greene French | Engrave Wealth Partners, LLC independent RIA | Intentional Wealth Partners state registered | RIA to a state-registered adviser | Mar 26, 2024 | Jan 10, 2024 |
| Brian Keith Jones | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Taylor Parker | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Preston Joseph Baird | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Austin Alan Douglas | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Arleth Yvonne Baird | Engrave Wealth Partners, LLC independent RIA | Captrust institutional | Other | Mar 26, 2024 | Jan 18, 2024 |
| Cameron Arthur Malott | Engrave Wealth Partners, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Oct 13, 2022 | Oct 31, 2022 |
| Joel Antonio Diaz | Engrave Wealth Partners, LLC independent RIA | First Horizon Advisors, Inc mixed wealth | RIA to RIA | Nov 24, 2020 | Aug 30, 2022 (644 d) |
| Chandra Alexis Burns | Engrave Wealth Partners, LLC no RAUM | Ameriprise Financial Services, LLC national BD | Other | Dec 6, 2017 | May 16, 2018 (161 d) |
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10 moves match.