DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
Daniel Ryan LoganWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Kimberly Marie ElliottWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Catherine Steele BraggWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Adam Brian BeersNorthwestern Mutual Investment Services,LLC no RAUMCaptrust institutionalOtherApr 23, 2020Apr 22, 2020
Devin Kirk MurphyNorthwestern Mutual Investment Services,LLC no RAUMCaptrust institutionalOtherApr 22, 2020Apr 22, 2020
Christopher Mark RileyFountain Financial Associates, Inc. independent RIACaptrust institutionalOtherMar 30, 2020Jul 30, 2020 (122 d)
Vinton Earl FountainFountain Financial Associates, Inc. independent RIACaptrust institutionalOtherMar 30, 2020Feb 3, 2020
Francis Martin BeamFountain Financial Associates, Inc. independent RIACaptrust institutionalOtherMar 30, 2020Feb 3, 2020
Robert Franklin WarwickFountain Financial Associates, Inc. independent RIACaptrust institutionalOtherMar 30, 2020Feb 3, 2020
Brice Sawyer GibsonFountain Financial Associates, Inc. independent RIACaptrust institutionalOtherMar 30, 2020Feb 3, 2020
Andrew James CostelloIllumination Wealth Management independent RIACaptrust institutionalOtherMar 27, 2020Apr 22, 2020
James Tyler PughWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 11, 2020Apr 15, 2020 (35 d)
Ronald Anthony HeathEquitable Advisors, LLC national BDCaptrust institutionalOtherFeb 21, 2020Nov 10, 2021 (628 d)
Sarah Margaret WestbrookHayden Royal independent RIACaptrust institutionalOtherFeb 19, 2020Jan 29, 2020
Brittany Nicole RobertsonErickson Advisors otherCaptrust institutionalOtherJan 29, 2020Jan 11, 2022 (713 d)
James Robert HobsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherJan 23, 2020Aug 25, 2020 (215 d)
David StixSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 1, 2019
Benjamin Bentley NapierSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 14, 2019
Michelle Renae ScarverSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 2, 2019
Leeann Thiessen IaconaSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 2, 2019
Sherry Larae EgenolfSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 18, 2019
Julia Yuryevna GavrilovSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 2, 2019
Christian LedouxSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 7, 2019
Christina Kahn LecholopSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 7, 2019
Vicki Elaine LoveSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 4, 2019
Mary Margaret Hartman HimeSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 7, 2019
David Wright MizeSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 2, 2019
Mark Anthony SalazarSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 2, 2019
Lisa Kaye Ivie MillerSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 3, 2019
Heather Ford CaussadeSouth Texas Money Management, Ltd. independent RIACaptrust institutionalOtherDec 2, 2019Oct 3, 2019
Skyler Timothy BorgmanWells Fargo Advisors wirehouseCaptrust institutionalOtherNov 12, 2019Jan 9, 2020 (58 d)
Aubrea RyanUBS Financial Services Inc. wirehouseCaptrust institutionalOtherOct 24, 2019Oct 31, 2019
Michael James VogelzangBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 8, 2019Nov 5, 2019
Lawrence Charles John ManningBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Lauren Claire LambertBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Keith FaulknerBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 13, 2019 (40 d)
Kristen Everett StewartBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
John Henry PetersonBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Oct 22, 2019
Teresa Marie SamperiBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Michael Patrick CollinsBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Jamie Taloumis HobkirkBoston Advisors, LLC mixed wealthCaptrust institutionalOtherOct 4, 2019Nov 27, 2019 (54 d)
Christopher A ZaveczMcqueen, Ball & Associates Inc. independent RIACaptrust institutionalOtherSep 30, 2019Apr 29, 2019
Michael PetersMcqueen, Ball & Associates Inc. independent RIACaptrust institutionalOtherSep 30, 2019Apr 29, 2019
Marc Robert CasianoTd Ameritrade, Inc. no RAUMCaptrust institutionalOtherSep 11, 2019Apr 15, 2020 (217 d)
David Trevor RixJ.P. Morgan Securities LLC wirehouseCaptrust institutionalOtherSep 10, 2019Apr 16, 2020 (219 d)
Brendan Andrew NosovitchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherAug 30, 2019Oct 7, 2019 (38 d)
Charles Bernard PykeStewardship Capital Management, LLC no RAUMCaptrust institutionalOtherAug 21, 2019Apr 23, 2021 (611 d)
Thomas G KennedyCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 31, 2019
Nathan J BoppCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Mark A MunteanCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Amanda Kaye LyonsCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 17, 2019
Glen HahlenCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Kevin Michael SprayCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 31, 2019
Daniel Ray HarshCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Ashley W OwensOsaic Institutions, Inc. BD affiliatedCaptrust institutionalOtherJul 19, 2019Oct 30, 2019 (103 d)
Jerry B Mcqueen60 West Advisors, LLC independent RIACaptrust institutionalOtherMay 23, 2019Apr 29, 2019
Leann SheaNatixis Advisors, LLC BD affiliatedCaptrust institutionalOtherMay 20, 2019Jun 3, 2019
Andrew Giocchino MarinoFiduciaryvest, LLC institutionalCaptrust institutionalOtherApr 5, 2019May 2, 2019
Evan MelcherFiduciaryvest, LLC institutionalCaptrust institutionalOtherApr 5, 2019Apr 30, 2019
William Phillip Jones JrFiduciaryvest, LLC institutionalCaptrust institutionalOtherApr 5, 2019Apr 29, 2019
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