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 Carolinas Wealth Consulting 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 |
|---|---|---|---|---|---|
| George Harrell Edmiston | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Jeanne Kelsey Fritchley | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Molly Mahaffey Peecher | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Lyric Boyette Martin | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Richard Wade Austin | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Bridget Mcdermott | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Steven Andrew Shak | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Audrey Blanke | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Lyle Conner Mutter | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Gregory Prince | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jul 14, 2025 | Mar 5, 2025 |
| Christopher Kevin Grogan | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jun 20, 2025 | Mar 5, 2025 |
| Nargiz Kambarova | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Jun 20, 2025 | Jun 24, 2025 |
| Virginia Brake | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Apr 28, 2025 | Mar 5, 2025 |
| Robert Russell Shaw | Carolinas Wealth Consulting LLC independent RIA | 7pw Wealth, LLC state registered | RIA to a state-registered adviser | Feb 7, 2025 | Feb 25, 2025 |
| David Allen Perkins | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| Walker Thomas Shelton | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| Justin Louis | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| Safiya Rann Upchurch | Carolinas Wealth Consulting LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Oct 27, 2022 | Oct 25, 2022 |
| Maureen Therese Henry | Carolinas Wealth Consulting LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 4, 2022 | Feb 1, 2022 |
| Thomas Edward Highsmith | Carolinas Wealth Consulting LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Sep 24, 2020 | Sep 23, 2020 |
| Lara Furlong | Carolinas Wealth Consulting LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Oct 18, 2019 | Oct 18, 2019 |
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21 moves match.