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 Edge Capital Group, 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 |
|---|---|---|---|---|---|
| William Jones Debutts | Edge Capital Group, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Jan 30, 2025 |
| James Thomas Patrick | Edge Capital Group, LLC independent RIA | New Edge Wealth BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2025 | Jan 16, 2025 |
| Stephen Angelo Halkos | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 13, 2025 | Feb 24, 2025 |
| Nowland Bennett Gwynn | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 13, 2025 | May 20, 2025 (68 d) |
| Henry Morgan Jones | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 3, 2025 | Feb 24, 2025 |
| Lamar Whitworth Davis | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 24, 2025 | Feb 24, 2025 |
| Paul Llewellyn Robertson | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 24, 2025 | Mar 3, 2025 |
| Dennis J Sabo | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 24, 2025 | Feb 24, 2025 |
| Bradley Thomas Williams | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 18, 2025 | Feb 14, 2025 |
| Elizabeth Giordano Mackie | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 18, 2025 | Feb 18, 2025 |
| Kevin William Vogel | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 18, 2025 | Feb 14, 2025 |
| Ansel Lewis Davis | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 6, 2025 |
| Anna Katharyn Hendrix | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 7, 2025 |
| William C Skeean | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 6, 2025 |
| Albert Amis Rayle | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Kendrick Ware Mattox | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Brad D Parsons | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Jacobi Ray Padgett | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Shelby Grace Potz-Nielsen | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Amanda Carol Henry | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 3, 2025 |
| Jacob Edward Baker | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 6, 2025 | Feb 6, 2025 |
| Julius Peek Garlington | Edge Capital Group, LLC independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Feb 4, 2025 | Mar 3, 2025 |
| Edward Neal Deaton | Edge Capital Group, LLC independent RIA | Mbl Advisors independent RIA | RIA to RIA | Jan 15, 2025 | Jan 10, 2025 |
| Ava Arjmand | Edge Capital Group, LLC independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 23, 2023 | Mar 10, 2025 (504 d) |
| Rebecca Montes | Edge Capital Group, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 23, 2023 | Dec 23, 2024 (427 d) |
| Brendan Hugh Keelan | Edge Capital Group, LLC independent RIA | Keelan Capital asset manager | Other | Aug 5, 2022 | Aug 19, 2022 |
| Matthew B Carney | Edge Capital Group, LLC independent RIA | Vident Asset Management asset manager | Other | Jul 26, 2019 | Aug 8, 2019 |
| Paul Roberts Poinsett Izlar | Edge Capital Group, LLC independent RIA | Keelan Capital asset manager | Other | Jul 17, 2019 | Nov 20, 2023 (1587 d) |
| Richard Blake Pearce | Edge Capital Group, LLC independent RIA | United Capital Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2018 | Mar 14, 2022 (1287 d) |
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29 moves match.