DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Virtue Capital Management, 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.

AdvisorFromToTypeLeftRegistered
Victoria Renee TaylorHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 19, 2019Jan 1, 2025 (1993 d)
Robert Allen ZeinerStratton & Co. Retirement Investment Strategies, LLC unclassifiedVirtue Capital Management, LLC independent RIAOtherJun 21, 2019Oct 8, 2019 (109 d)
Richard C ThompsonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 19, 2019Jun 18, 2019
Jimmy Dale LongFinancial Gravity Asset Management, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 24, 2019Mar 14, 2019
David Robert MonterminiHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 23, 2019May 22, 2019
Tim Lee JohnsonUSA Financial Securities LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 17, 2019May 7, 2019
Roger James EvanishHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 16, 2019May 21, 2019
Mark Curtis ScottHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 9, 2019May 14, 2019
Richard Roy KirkHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 6, 2019May 3, 2019
Catherine C MendozaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 3, 2019May 7, 2019
Kellen Blaise BeardRetirementadvice | Jka independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 25, 2019Jun 4, 2019 (40 d)
Lloyd Carl KullHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 18, 2019Apr 17, 2019
Timothy Andrew MathieuThe London Company Of Virginia mixed wealthVirtue Capital Management, LLC independent RIARIA to RIAMar 20, 2019Sep 17, 2019 (181 d)
Russell Lee LunaCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMar 5, 2019Jul 30, 2019 (147 d)
William Daniel BrooksSecure Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAFeb 6, 2019Jun 17, 2019 (131 d)
Christopher Brandon ClayValic Financial Advisors, Inc. BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2019Mar 21, 2019 (49 d)
Denise Alene GraceAlphastar Capital Management independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 29, 2019Jan 18, 2019
William A HowardCetera Advisor Networks LLC BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2019Jan 25, 2019
Frank Paul AndrescavageBrookstone Capital Management LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 25, 2019Jan 23, 2019
James Robert LyterHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2019Jan 17, 2019
Nick Dell'AquilaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2019Jan 23, 2019
John M LittleHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 15, 2019Jan 14, 2019
Steven Nicholas SaboBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 20, 2018Apr 9, 2019 (110 d)
Anthony Wayne SheffieldSummit Capital Solutions LLC no RAUMVirtue Capital Management, LLC independent RIAOtherOct 19, 2018Feb 23, 2018
Gregory Miles BabcockHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 18, 2018Oct 19, 2018
Jonathon Edward ArmstrongHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 12, 2018Oct 17, 2018
Thomas Lloyd KunkelHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 2, 2018Oct 4, 2018
Anil B VaziraniHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 1, 2018Sep 27, 2018
Christopher Tatum StovallHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 1, 2018Sep 27, 2018
Ronald Carl WiitalaHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 17, 2018Sep 24, 2018
Steven Ralph AndersonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 27, 2018Sep 6, 2018
Kurtis Wesley BarnettHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 22, 2018Aug 21, 2018
Tammy Lee ByrdHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 22, 2018Aug 28, 2018
Paul Allan DyerCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 16, 2018Mar 15, 2018
Jay Howard MillardHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 25, 2018Aug 1, 2018
Yvette SpillmanBalboa Wealth Partners, Inc. mixed wealthVirtue Capital Management, LLC independent RIARIA to RIAJul 9, 2018May 15, 2019 (310 d)
Diane BrewerSowell Management independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 5, 2018May 29, 2019 (358 d)
Michael TurnerRegal Investment Advisors LLC BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2018Dec 21, 2021 (1314 d)
Scott Edward StooksburyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 27, 2018May 2, 2018
R. Alan KirbyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 27, 2018May 2, 2018
William Neal KearneyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 25, 2018Apr 24, 2018
Michael John FalcoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 19, 2018Apr 18, 2018
Jeffrey Jay GollehonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 19, 2018May 19, 2018
Ashok S RamjiBlue Duck Wealth Management no RAUMVirtue Capital Management, LLC independent RIAOtherMar 26, 2018May 9, 2018 (44 d)
Terry Alan WhiteBlue Duck Wealth Management no RAUMVirtue Capital Management, LLC independent RIAOtherMar 26, 2018Apr 27, 2018 (32 d)
James Jiang-Hua ChuTransamerica Financial Advisors, LLC otherVirtue Capital Management, LLC independent RIAOtherDec 11, 2017Jan 18, 2018 (38 d)
Brent A PetersonUSA Financial Securities LLC otherVirtue Capital Management, LLC independent RIAOtherOct 31, 2017Oct 31, 2017
William Stephen GloverGradient Advisors, LLC otherVirtue Capital Management, LLC independent RIAOtherOct 24, 2017Oct 26, 2017
Justin Kevin ThompsonBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherSep 1, 2017Sep 6, 2017
Mike T GreinerTransamerica Financial Advisors, LLC otherVirtue Capital Management, LLC otherOtherAug 8, 2017Aug 7, 2017
Jeremiah Enoch ThrelkeldCambridge Investment Research Advisors, Inc. otherVirtue Capital Management, LLC otherOtherJul 10, 2017Jun 19, 2017
David Jay VogelBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherMay 5, 2017May 8, 2017
Roy Lee Thrower, Jr.Brookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherFeb 2, 2017Feb 2, 2017
Stacey Dean AndresFirst Advisors National, LLC otherVirtue Capital Management, LLC otherOtherFeb 1, 2017Feb 7, 2017
Blake Moran CampbellHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherJan 16, 2017Jan 19, 2017
Andrew Steven HeiferPinnacle Capital Advisors, LLC unclassifiedVirtue Capital Management, LLC otherOtherDec 31, 2016Jan 4, 2017
Brandon Webster MorganHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherNov 30, 2016Nov 29, 2016
Hunt Stephens TaylorLPL Financial LLC otherVirtue Capital Management, LLC otherOtherNov 21, 2016Oct 24, 2016
Justin Matthew BarwickRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherNov 11, 2016Nov 10, 2016
John Hanby FoardHobart Wealth otherVirtue Capital Management, LLC otherOtherSep 29, 2016Sep 12, 2016
Page 2 of 3PreviousNext
157 moves match.