DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Sagespring Wealth Partners

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
Duane Arthur Sturm	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Jan 31, 2017	Feb 22, 2017
Amanda M Brooke	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Jan 30, 2017	Mar 23, 2017 (52 d)
Colton Trent Larue	Equitable Advisors, LLC national BD	Sagespring Wealth Partners other	Other	Jan 24, 2017	May 11, 2017 (107 d)
Kyle Shaffer Hewlett	Hewlett Davidson Powell, LLC other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Aug 8, 2016
Jeffrey Thomas Dobyns	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Feb 13, 2017 (55 d)
Jason William Poe	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 29, 2016
Daniel Glenn Freed	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Apr 19, 2017 (120 d)
John Durand Nail	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 20, 2016
Brian Michael Hart	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Jeremy Richard George	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 21, 2016
Stephen Paul Weathers	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Tyler Cooper Nace	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 21, 2016
Jason Thomas Plunkett	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 10, 2016
Mark Glennon Deering	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 28, 2016
Luke John Aull	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 10, 2016
Bradley Haskins Barnes	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 28, 2016
Katie Anne Centofonti	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Michael John Purifoy	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 28, 2016
Richard Glen Smith	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 12, 2016
Christopher Lee White	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 20, 2016
Bob Clay Sircy	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 20, 2016
Benjamin David Biggs	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
William Olon Scroggins	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 20, 2016
Stephen James Lange	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 10, 2016
Thomas Edward Noah Doerfler	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 5, 2016
George Lucas Swatzell	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 10, 2016
Drew Moore Mcmillin	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Jesse Andrew Scroggins	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 20, 2016
Brandon Dabar Haumschilt	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Robert Alexander Hamer	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 21, 2016
Jennifer Lynn Herendon	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Brian Kenneth Reichenbach	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 7, 2016
Zachary Byron Hurd	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 20, 2016
Emanuel Marquez Gonzalez	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 28, 2016
Matthew William Atchison	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 21, 2016
Eric Daniel Wellons	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 10, 2016
Travis Lee Cullman	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 29, 2016
Cash Tunstall	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Jacob Carl Powell	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 6, 2016
Ryan Stuart Terry	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Oct 5, 2016
Eric John Shapiro	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 21, 2016
Ryan Patrick Hensley	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners no RAUM	Other	Dec 20, 2016	Sep 28, 2016
William David Bratton	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 5, 2016
Jeffrey Charles Casey	Raymond James Financial Services Advisors, Inc other	Sagespring Wealth Partners other	Other	Dec 20, 2016	Dec 21, 2016
Elisa Denise Jones	Fifth Third Securities, Inc. other	Sagespring Wealth Partners other	Other	Nov 7, 2016	May 15, 2017 (189 d)
Katsiaryna Ivanovna Quandt	Credit Union Investment Services state registered	Sagespring Wealth Partners other	Other	Oct 31, 2016	Dec 7, 2017 (402 d)

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106 moves match.