DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

795 moves
AdvisorFromToTypeLeftRegistered
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
Mario C GigantiCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Nathan J BoppCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 22, 2019
Mark William FearigoCornerstone Capital Advisors independent RIACaptrust institutionalOtherJul 31, 2019May 31, 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
Zachary SadlerFiduciaryvest, LLC institutionalCaptrust institutionalOtherApr 5, 2019Apr 30, 2019
Mark I MillerWatermark Asset Management, Inc. independent RIACaptrust institutionalOtherMar 29, 2019Jan 14, 2019
John KenneyLPL Financial LLC independent RIACaptrust institutionalOtherMar 29, 2019Apr 12, 2019
Mary ErwinBlackrock Investment Management, LLC otherCaptrust institutionalOtherMar 22, 2019Apr 18, 2019
Kelly Lorraine PickeringRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherMar 18, 2019Apr 18, 2019 (31 d)
Catherine Scott MitchellValic Financial Advisors, Inc. BD affiliatedCaptrust institutionalOtherFeb 14, 2019Feb 5, 2019
Kenneth RogersWorld Investment Advisors, LLC BD affiliatedCaptrust institutionalOtherFeb 13, 2019Jan 29, 2019
Jenifer Heatwole NesselrodtWorld Investment Advisors, LLC BD affiliatedCaptrust institutionalOtherFeb 13, 2019Jan 22, 2019
Jonathan Barry SmithFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherJan 30, 2019Feb 15, 2019
Steven Hendrie MortonMorton Wealth Management LLC independent RIACaptrust institutionalOtherDec 31, 2018Aug 30, 2018
Raymond Jay IronsCatawba Capital Management Inc independent RIACaptrust institutionalOtherDec 31, 2018May 16, 2018
Rosanne CostelloWatermark Asset Management, Inc. independent RIACaptrust institutionalOtherDec 31, 2018Feb 5, 2019 (36 d)
Terence H CrowgeyCatawba Capital Management Inc independent RIACaptrust institutionalOtherDec 31, 2018May 15, 2018
David D FernandezWatermark Asset Management, Inc. independent RIACaptrust institutionalOtherDec 31, 2018Jan 16, 2019
Theodore Dau LewWatermark Asset Management, Inc. independent RIACaptrust institutionalOtherDec 31, 2018Jan 16, 2019
Amanda Maeve Crowgey WellsCatawba Capital Management Inc independent RIACaptrust institutionalOtherDec 31, 2018May 16, 2018
Walter Edward AbeleMorton Wealth Management LLC independent RIACaptrust institutionalOtherDec 31, 2018Aug 30, 2018
Christine A KelleyFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherDec 20, 2018Feb 15, 2019 (57 d)
Brodie Dean BarnesKnox Capital Advisors, LLC independent RIACaptrust otherOtherDec 18, 2018Jan 2, 2018
Jean Ann BrownCalton & Associates, Inc. independent RIACaptrust institutionalOtherNov 27, 2018Feb 8, 2019 (73 d)
Robert Charles JonesMorgan Stanley wirehouseCaptrust institutionalOtherNov 12, 2018Jan 22, 2019 (71 d)
Chad Jeremy GriffethBemanaged independent RIACaptrust institutionalOtherOct 1, 2018Sep 19, 2018
David Michael WahlenHatteras Investment Partners, LP asset managerCaptrust institutionalOtherJul 18, 2018Jul 12, 2018
Karen Elizabeth SchoellerMorgan Stanley wirehouseCaptrust institutionalOtherJun 18, 2018May 3, 2019 (319 d)
Christopher Robert StaufferBb&T Institutional Investment Advisers, Inc. institutionalCaptrust institutionalOtherMay 29, 2018May 31, 2018
Kyndall M MooreLPL Financial LLC independent RIACaptrust institutionalOtherMay 9, 2018May 24, 2018
Donna Krager LyonKnox Capital Advisors, LLC independent RIACaptrust institutionalOtherApr 16, 2018Apr 16, 2018
Adam Mark EisenhauerAdvisors Asset Management, Inc. mixed wealthCaptrust institutionalOtherApr 12, 2018Oct 4, 2019 (540 d)
Jared Stephen DorazioRBC Capital Markets, LLC national BDCaptrust institutionalOtherMar 14, 2018Apr 2, 2018
Philip Robert D'UngerHorace Mann Investors, Inc. no RAUMCaptrust otherOtherMar 9, 2018Mar 6, 2018
Peter D DinardoStrategic Advisers LLC national BDCaptrust otherOtherJan 20, 2018Mar 27, 2018 (66 d)
Michael David KnowlesConfluence Investment Management LLC otherCaptrust otherOtherJan 17, 2018Feb 26, 2018 (40 d)
Robert Scott LowkeCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Jul 20, 2017
Stephen Harold SchottCaptrust Advisors, LLC otherCaptrust institutionalOtherDec 31, 2017Jan 1, 2025 (2558 d)
James Edward GrahamCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Jul 18, 2017
Kipp Gordon SmallCaptrust Advisors, LLC otherCaptrust institutionalOtherDec 31, 2017Jan 2, 2025 (2559 d)
Eric Wilson BaileyCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Aug 11, 2017
Samuel Lloyd PerryCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Aug 14, 2017
Robert Frank PiccirilliCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Jul 14, 2017
Christopher William JeppsonKnox Capital Advisors, LLC otherCaptrust otherOtherDec 31, 2017Feb 1, 2018 (32 d)
Heidi Batchelder SpencerCaptrust Advisors, LLC otherCaptrust institutionalOtherDec 31, 2017Aug 18, 2020 (961 d)
Mathew DoyleCaptrust Advisors, LLC otherCaptrust otherOtherDec 31, 2017Jul 18, 2017
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