DFX Intelligence
Advisor moves
Arrivals at Captrust
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 |
|---|---|---|---|---|---|
| Timothy Joseph Shanahan | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Thomas Martin Bartlett | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Nov 4, 2025 |
| Eric Scott Furnal | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 30, 2025 |
| Isabella Francis Loughlin | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 29, 2025 |
| Christopher Martin Mooney | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Nov 6, 2025 |
| Jason Scott Garlock | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Charles Edward Ruff | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Rachel Kathryn Callea | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 30, 2025 |
| James Joseph Eckl | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Gabriel Konar Chodak | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 20, 2025 |
| Gina Lee Dimonda | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 29, 2025 |
| Colin John Desrosiers | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Jordan Michael Millner | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Nov 3, 2025 |
| Allison Nancy Shuler | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 28, 2025 |
| Tobin Benjamin Woodruff | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 28, 2025 |
| Zachary Robert Mullally | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 27, 2025 |
| Jesse Nathaniel Cramer | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 29, 2025 |
| Thomas Edward Bolt | Cobblestone Capital Advisors, LLC independent RIA | Captrust institutional | Other | Dec 31, 2025 | Oct 30, 2025 |
| John Robert Denger | Oxford Financial Group, Ltd independent RIA | Captrust institutional | Other | Oct 17, 2025 | Nov 11, 2025 |
| William Talmadge Link | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Captrust institutional | Other | Oct 7, 2025 | Oct 30, 2025 |
| Louis Pyle Crosier | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Dec 10, 2024 |
| Timothy Michael Robinson | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Dec 10, 2024 |
| Brad Michael Weafer | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Jan 27, 2025 |
| Timothy James Farina | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Dec 10, 2024 |
| Jay Nicholls | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Dec 10, 2024 |
| Rylee Marie Felice | Boston Financial Management LLC independent RIA | Captrust institutional | Other | Oct 3, 2025 | Dec 10, 2024 |
| Daniel L Wolff | Morgan Stanley wirehouse | Captrust institutional | Other | Sep 26, 2025 | Oct 20, 2025 |
| Elena P Mccoy | LPL Financial LLC BD affiliated | Captrust institutional | Other | Sep 8, 2025 | Sep 22, 2025 |
| Hennessey Pahl Stuart | Cetera Investment Advisers LLC BD affiliated | Captrust institutional | Other | Aug 20, 2025 | Sep 23, 2025 (34 d) |
| Randal E Hagen | LPL Enterprise, LLC BD affiliated | Captrust institutional | Other | Aug 7, 2025 | Aug 14, 2025 |
| Jacob Cueny | J.P. Morgan Securities LLC wirehouse | Captrust institutional | Other | Jul 31, 2025 | Sep 2, 2025 (33 d) |
| 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 |
| Amber Judah Pearson | Kestra Advisory Services, LLC BD affiliated | Captrust institutional | Other | Jul 11, 2025 | Jan 2, 2026 (175 d) |
| Christina Marie Morelli | Plante Moran Financial Advisors independent RIA | Captrust institutional | Other | Jul 7, 2025 | Aug 14, 2025 (38 d) |
| 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 |
| George Ghobriel | Shade Tree Advisors LLC independent RIA | Captrust institutional | Other | Jun 5, 2025 | Aug 14, 2025 (70 d) |
| Kevin Michael Major | Onedigital institutional | Captrust institutional | Other | May 30, 2025 | Jun 9, 2025 |
| Asher Kiely | Boston Financial Management LLC independent RIA | Captrust institutional | Other | May 1, 2025 | Dec 10, 2024 |
| Virginia Brake | Carolinas Wealth Consulting LLC independent RIA | Captrust institutional | Other | Apr 28, 2025 | Mar 5, 2025 |
| Constantine Steven Pavlack | Mcadam LLC independent RIA | Captrust institutional | Other | Apr 28, 2025 | Jun 9, 2025 (42 d) |
| Nathaniel Ryan Dutkewych | Cetera Investment Advisers LLC BD affiliated | Captrust institutional | Other | Apr 23, 2025 | Jun 5, 2025 (43 d) |
| Bruce Steamer | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Apr 11, 2025 | Sep 12, 2025 (154 d) |
| Scott Crawford Lemen | Rockefeller Capital Management BD affiliated | Captrust institutional | Other | Apr 7, 2025 | May 5, 2025 |
| Richard Lee Clement | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 20, 2024 |
| Kelly Peter Campbell | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 23, 2024 |
| Mark Thomas Wagner | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 20, 2024 |
| Brian Stewart | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 20, 2024 |
| Travis Ryan Gleason | Grandview Delight, LLC independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 20, 2024 |
| Meghan Lusk | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Feb 27, 2025 |
| Jacob Rawlings | Campbell Wealth Management, Inc. independent RIA | Captrust institutional | Other | Mar 28, 2025 | Dec 20, 2024 |
776 moves match.