DFX Intelligence
Advisor moves
Arrivals at CaptrustWhat a move isA 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.
795 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Lyle | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust other | Other | Sep 29, 2015 | Nov 18, 2015 (50 d) |
| Andrew Robert Raggio | Money Concepts Advisory Service other | Captrust other | Other | Jun 16, 2015 | Jul 15, 2015 |
| Justin James Gartman | First Citizens Investor Services, Inc. other | Captrust other | Other | Apr 27, 2015 | Jun 15, 2016 (415 d) |
| Arthur John Brachowski | Wellesley Asset Management, Inc. other | Captrust institutional | Other | Apr 10, 2015 | Mar 15, 2022 (2531 d) |
| Walter Bruce Keys | LPL Financial LLC other | Captrust other | Other | Jan 16, 2015 | Apr 15, 2015 (89 d) |
| Elizabeth Nicole Napper | Homestead Advisers Corp. other | Captrust institutional | Other | Dec 31, 2014 | Oct 24, 2025 (3950 d) |
| Audrey Christine Wheat | T. Rowe Price Advisory Services, Inc. no RAUM | Captrust other | Other | Dec 31, 2014 | Feb 11, 2016 (407 d) |
| Bryan David Grimm | Alerus Investment Advisors Corporation other | Captrust institutional | Other | Oct 28, 2014 | Aug 14, 2025 (3943 d) |
| Jamie Patrick Lynch | Principal Asset Management other | Captrust institutional | Other | Oct 24, 2014 | Oct 26, 2021 (2559 d) |
| Nicholas Adam Decenso | Crestone Asset Management LLC other | Captrust other | Other | Sep 16, 2014 | Apr 15, 2015 (211 d) |
| Mark William Chamberlain | First Allied Advisory Services, Inc. other | Captrust institutional | Other | Jul 24, 2014 | May 6, 2020 (2113 d) |
| Kristen Hoffman Lehrer | First Citizens Investor Services, Inc. other | Captrust institutional | Other | Jun 18, 2014 | Sep 8, 2026 (4465 d) |
| Tiffany Norton Dobbins | Monarch Advisory Group unclassified | Captrust institutional | Other | Mar 28, 2014 | Nov 6, 2025 (4241 d) |
| Timothy David Rice | First Allied Advisory Services, Inc. other | Captrust institutional | Other | Mar 18, 2014 | May 6, 2020 (2241 d) |
| Marguerite Ann Fagan-Whitmore | Wealthspire Retirement Advisory other | Captrust institutional | Other | Mar 11, 2014 | Mar 8, 2019 (1823 d) |
| Ernest Albert Liebre | Cambridge Financial Services Inc other | Captrust institutional | Other | Dec 31, 2013 | May 18, 2018 (1599 d) |
| Todd Randall Walsh | Lehrer Management Co Inc other | Captrust institutional | Other | Oct 30, 2013 | Feb 18, 2026 (4494 d) |
| Gerald Edward Mang | First Allied Advisory Services, Inc. other | Captrust institutional | Other | Oct 24, 2013 | May 6, 2020 (2386 d) |
| Robert Anthony Dean Eagle | Mmc Securities LLC no RAUM | Captrust other | Other | Sep 5, 2013 | Apr 15, 2015 (587 d) |
| Chris Roberts | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust other | Other | Jun 28, 2013 | Apr 9, 2015 (650 d) |
| Daniel Michael Lowe | Principal Securities, Inc. other | Captrust other | Other | Apr 24, 2013 | Apr 15, 2015 (721 d) |
| Wendy Carol Reid | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust other | Other | Mar 7, 2013 | Apr 17, 2015 (771 d) |
| Lauren Marie Bradley | T. Rowe Price Advisory Services, Inc. no RAUM | Captrust institutional | Other | Feb 22, 2013 | Jul 17, 2026 (4893 d) |
| Kyle Patrick Heppner | Freedom One Investment Advisors, Inc. other | Captrust other | Other | Jan 31, 2013 | Apr 9, 2015 (798 d) |
| Casey Lee Pogodzinski | Freedom One Investment Advisors, Inc. other | Captrust other | Other | Jan 31, 2013 | Apr 9, 2015 (798 d) |
| Brent Joel Hartman | Newport Group Securities, Inc. other | Captrust institutional | Other | Dec 7, 2012 | May 12, 2021 (3078 d) |
| Ernest Albert Liebre | Cambridge Financial Services Group, Inc other | Captrust institutional | Other | Nov 7, 2012 | May 18, 2018 (2018 d) |
| John Charles Matejka | Cobb Retirement Solutions, LLC unclassified | Captrust other | Other | Dec 5, 2011 | Apr 9, 2015 (1221 d) |
| Aaron Josiah Morris | Securian Financial Services, Inc. other | Captrust other | Other | Nov 9, 2011 | Apr 9, 2015 (1247 d) |
| Karen Sue Casillas | Financial Telesis, Inc. other | Captrust other | Other | Oct 14, 2011 | Apr 9, 2015 (1273 d) |
| Samuel L Kirby | Advice And Planning Services other | Captrust other | Other | Jul 6, 2011 | Apr 15, 2015 (1379 d) |
| David Luke Eller | Raymond James & Associates, Inc. national BD | Captrust institutional | Other | Jul 5, 2011 | May 26, 2025 (5074 d) |
| William Travis Whitten | Securian Financial Services, Inc. other | Captrust other | Other | Jun 8, 2011 | Apr 9, 2015 (1401 d) |
| Jolynn Davis | Alerus Investment Advisors Corporation other | Captrust institutional | Other | Feb 22, 2011 | Dec 20, 2023 (4684 d) |
| Andrew James Shimp | Securian Financial Services, Inc. other | Captrust other | Other | Dec 17, 2010 | Apr 9, 2015 (1574 d) |
| Jean Duffy | Securian Financial Services, Inc. other | Captrust other | Other | Dec 16, 2010 | Apr 9, 2015 (1575 d) |
| James Wood Strodel | Nfp Advisor Services, LLC other | Captrust other | Other | Oct 27, 2010 | Apr 15, 2015 (1631 d) |
| John Allan Pickett | RBC Capital Markets, LLC national BD | Captrust other | Other | Jun 3, 2010 | Apr 9, 2015 (1771 d) |
| Daniel Todd Digiacomo | Sagepoint Financial, Inc. other | Captrust other | Other | Mar 3, 2010 | Apr 22, 2015 (1876 d) |
| George Gregory Kroustalis | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 16, 2009 | Apr 15, 2015 (2007 d) |
| Charles Land Hite | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 16, 2009 | Apr 22, 2015 (2014 d) |
| Michael Edward Blair | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 12, 2009 | Apr 22, 2015 (2018 d) |
| Robert Arthur Jones | Wells Fargo Advisors wirehouse | Captrust other | Other | Oct 12, 2009 | Apr 22, 2015 (2018 d) |
| Andrew Joseph Sramek | Securian Financial Services, Inc. other | Captrust institutional | Other | Aug 19, 2009 | Nov 5, 2021 (4461 d) |
| Stephen Dennis Wilt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust other | Other | Jan 26, 2009 | Apr 9, 2015 (2264 d) |
| Paul Raymond Stibich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust other | Other | Jan 26, 2009 | Apr 9, 2015 (2264 d) |
| Shaun Eskamani | Edward Jones national BD | Captrust other | Other | Nov 5, 2008 | Apr 15, 2015 (2352 d) |
| Paul William Owen | Lanark Financial, Inc. other | Captrust other | Other | Jun 11, 2008 | Apr 9, 2015 (2493 d) |
| Jeremy Alex Altfeder | Wells Fargo Advisors wirehouse | Captrust other | Other | Jun 11, 2008 | Apr 15, 2015 (2499 d) |
| Hugh Wilson Cole | Raymond James Financial Services, Inc. unclassified | Captrust other | Other | May 27, 2008 | Apr 15, 2015 (2514 d) |
| Jennifer Catherine Barker | Blackrock Fund Advisors other | Captrust institutional | Other | Apr 28, 2008 | Aug 31, 2021 (4873 d) |
| Mario C Giganti | Azsure Fiduciary Services unclassified | Captrust institutional | Other | Jan 31, 2008 | May 22, 2019 (4129 d) |
| Mark William Fearigo | Azsure Fiduciary Services unclassified | Captrust institutional | Other | Jan 31, 2008 | May 31, 2019 (4138 d) |
| Jocelyn Hibshman | First Allied Advisory Services, Inc. other | Captrust institutional | Other | Dec 31, 2007 | May 5, 2020 (4509 d) |
| Kyle Landon Tucker | Atlantic Capital Management LLC unclassified | Captrust other | Other | Nov 13, 2007 | Apr 17, 2015 (2712 d) |
| Jennifer Renee Doss | Ameriprise Financial Services, LLC national BD | Captrust other | Other | Jul 13, 2007 | Apr 15, 2015 (2833 d) |
| Christine Safarikas | Cardinal Capital Management Inc other | Captrust institutional | Other | Nov 13, 2006 | Aug 31, 2018 (4309 d) |
| Allison Varon Hubbell | Citigroup Global Markets Inc. other | Captrust other | Other | Jul 13, 2006 | Apr 15, 2015 (3198 d) |
| Daniel Allen Summerlin | Franklin Street Advisors Inc. other | Captrust other | Other | Jun 26, 2006 | Apr 15, 2015 (3215 d) |
| Robert Michael Gray | Suntrust Investment Services, Inc. other | Captrust other | Other | May 12, 2006 | Apr 15, 2015 (3260 d) |