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 San Blas Advisory, 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
Stephen Alan ColavitoSan Blas Advisory, Inc. independent RIAA.G.P / Alliance Global Partners independent RIARIA to RIAJun 26, 2026Jun 29, 2026
Ronald LitteralSan Blas Advisory, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 23, 2026Mar 18, 2026
Clemont Lee BevillSan Blas Advisory, Inc. independent RIASb Advisory, LLC independent RIARIA to RIANov 4, 2021Aug 10, 2021
Stephen T GlasgowSan Blas Advisory, Inc. independent RIAConcorde Asset Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 4, 2021Nov 4, 2021
Jarrett S FriersonSan Blas Advisory, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankOct 15, 2020Oct 23, 2020
Janet Marie Bentley-EwersSan Blas Advisory, Inc. independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 15, 2020Nov 24, 2021 (558 d)
Patrick Allan ThomasSan Blas Advisory, Inc. independent RIALindner Capital Advisors, Inc. independent RIARIA to RIAAug 20, 2019Dec 5, 2019 (107 d)
Janet Marie Bentley-EwersSan Blas Advisory, Inc. independent RIAInvictus Capital Investors independent RIARIA to RIADec 31, 2018Jan 9, 2019
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8 moves match.