DFX Intelligence

RIA 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.

776 moves
AdvisorFromToTypeLeftRegistered
Frances FangCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Nathan BlumenscheinCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Richard Edmund HillsGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Tristen Scott PalsGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Craig Rowan AlcockGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Quinn William ArcherCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Dennis Wayne StavinohaWealth Covenant Group LLC independent RIACaptrust institutionalOtherMar 20, 2025Jan 10, 2025
Dylan Michael TarpeyWealth Covenant Group LLC independent RIACaptrust institutionalOtherMar 20, 2025Jan 10, 2025
John Dillon LadenburgerT. Rowe Price Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherMar 18, 2025Apr 18, 2025 (31 d)
Ludwig Xavier Von LignauJ.P. Morgan Securities LLC wirehouseCaptrust institutionalOtherMar 16, 2025Oct 3, 2025 (201 d)
Katie E. ExchangeBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 27, 2025Nov 21, 2024
Donna Marie ScottiBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 24, 2025Feb 18, 2025
Abigail Marr PsyhogeosBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 21, 2024
Clarence Hopkins KingBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Stephen MccabeBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Susan Gaukler ZimmermanBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Jonathan D LynchBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Brian J. WalshBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 20, 2024
Susan BlackBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 24, 2024
Laurie Lynn NovakBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 24, 2024
Jeremy Scott GlennBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 29, 2024
John David PiniBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Dec 10, 2024
Timothy John GrayBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 21, 2024
Stacy Austin ReinhartBoston Financial Management LLC independent RIACaptrust institutionalOtherFeb 18, 2025Nov 25, 2024
Meagan E AbbeySalem Partners Wealth Management, LLC independent RIACaptrust institutionalOtherFeb 7, 2025Mar 10, 2026 (396 d)
Tyler J FrechCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Feb 7, 2025
Ian Thomas PrymakCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Feb 7, 2025
Andrew James AtarasCampbell Wealth Management, Inc. independent RIACaptrust institutionalOtherFeb 6, 2025Jan 2, 2025
Alec J MurrayFinancial Foundations, Inc. state registeredCaptrust institutionalOtherFeb 6, 2025Feb 14, 2025
Thomas Edward CostelloWells Fargo Advisors wirehouseCaptrust institutionalOtherFeb 4, 2025Mar 3, 2025
Samantha J SmithT. Rowe Price Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherFeb 4, 2025Feb 3, 2025
Megan P Schaefer-CurranBrown Advisory mixed wealthCaptrust institutionalOtherJan 2, 2025Jan 2, 2025
Hanna R HaisonFifth Third Securities, Inc. BD affiliatedCaptrust institutionalOtherDec 23, 2024Jan 24, 2025 (32 d)
Keith Glenn ManningLPL Enterprise, LLC no RAUMCaptrust institutionalOtherDec 23, 2024Sep 24, 2025 (275 d)
Nicholas E SchaeferFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherDec 9, 2024Jan 22, 2025 (44 d)
Lucas E. RobersonFisher Investments independent RIACaptrust institutionalOtherNov 19, 2024Jan 14, 2025 (56 d)
Bradford Arthur GardnerBoston Financial Management LLC independent RIACaptrust institutionalOtherNov 15, 2024Jul 10, 2025 (237 d)
John Ross KirkpatrickValeo Financial Advisors, LLC independent RIACaptrust institutionalOtherNov 11, 2024Jan 13, 2025 (63 d)
Adam Gray RobinetteFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherNov 7, 2024Sep 8, 2025 (305 d)
Kathryn Roslyn ColonOnedigital institutionalCaptrust institutionalOtherOct 31, 2024Dec 6, 2024 (36 d)
Logan Anthony DelmonicoCommonwealth Financial Network national BDCaptrust institutionalOtherOct 16, 2024Nov 29, 2024 (44 d)
Timothy BarrettFisher Investments independent RIACaptrust institutionalOtherOct 15, 2024Apr 7, 2026 (539 d)
Eric Peart BurtonSummit Global Investments, LLC mixed wealthCaptrust institutionalOtherOct 7, 2024Oct 3, 2024
Arthur John BrachowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherSep 23, 2024Jan 7, 2025 (106 d)
Nicholas HodgkinsGoldman Sachs Wealth Services, L.P. BD affiliatedCaptrust institutionalOtherAug 15, 2024Sep 23, 2024 (39 d)
Kevin Douglas SweetColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Brian UpchurchColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Sheri Lynn KendallColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Jeffrey Jen-Chie YuColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Dec 1, 2023
Larry Ryan ThomasColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Kristin Elizabeth MoistnerColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 20, 2023
Justin Paul KassanitsColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Mark August DeprezColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Charlsie Irene AshlockColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 23, 2023
Sarah Little GreccoColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Ian Thomas DillardValmark Advisers, Inc. BD affiliatedCaptrust institutionalOtherAug 9, 2024Sep 23, 2024 (45 d)
Casey James BollockColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Nov 1, 2023
Ryan Thomas KonopColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Bradley YuColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 16, 2023
Mariah Lynn DayColumn Capital Advisors, LLC no RAUMCaptrust institutionalOtherAug 9, 2024Oct 31, 2023
Page 3 of 13PreviousNext