DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
Shawn DunnPruco Securities, LLC BD affiliatedCaptrust institutionalOtherAug 2, 2024Jun 5, 2025 (307 d)
Peyton Alexis AskCain, Watters & Associates, LLC independent RIACaptrust institutionalOtherJul 25, 2024Feb 20, 2025 (210 d)
Fred Jarrett GatlingOnedigital institutionalCaptrust institutionalOtherJul 15, 2024Sep 5, 2024 (52 d)
Robert Bradley-Poole PropstMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherJul 12, 2024Jul 30, 2024
Cameron Ray TinsleyMariner BD affiliatedCaptrust institutionalOtherJul 12, 2024Aug 5, 2024
Tanner William FieldsSavant Wealth Management independent RIACaptrust institutionalOtherJun 26, 2024Jul 30, 2024 (34 d)
Alexander Francisco ReyesTrilogy Capital, Inc. independent RIACaptrust institutionalOtherJun 26, 2024Jul 28, 2025 (397 d)
Susan Erin LubeckPrincipal Securities, Inc. BD affiliatedCaptrust institutionalOtherJun 5, 2024Jul 1, 2024
Alexander SalemCambridge Investment Research Advisors, Inc. BD affiliatedCaptrust institutionalOtherJun 5, 2024Jun 3, 2024
Lillie Marie WareLPL Financial LLC BD affiliatedCaptrust institutionalOtherMay 20, 2024Jul 30, 2024 (71 d)
Daniel Allen Grover49 Financial independent RIACaptrust institutionalOtherMay 14, 2024Jul 22, 2024 (69 d)
Reagan T MacdonaldCharles Schwab & Co., Inc. national BDCaptrust institutionalOtherApr 26, 2024Jul 30, 2024 (95 d)
Shelly Halasz RolfAmeriprise Financial Services, LLC national BDCaptrust institutionalOtherApr 22, 2024Apr 29, 2024
Matthew Michael MyersTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Kyle Edward HaugeTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Geoffrey Peter SchockTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Sabrina Kathleen McgurrTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Melissa Ann KarpenTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Ashley Kathleen Frost CorleyTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Michael Thomas CoyneTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Shannon Elizabeth ReidTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Ryan Eric ColkittTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 12, 2023
Vinh Hoang NguyenTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Clayton HunterTrutina Financial mixed wealthCaptrust institutionalOtherMar 28, 2024Dec 7, 2023
Gregory Scott ParkerEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Brian Keith JonesEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Taylor ParkerEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Preston Joseph BairdEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Austin Alan DouglasEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Arleth Yvonne BairdEngrave Wealth Partners, LLC independent RIACaptrust institutionalOtherMar 26, 2024Jan 18, 2024
Joseph John DebelloOnedigital institutionalCaptrust institutionalOtherMar 22, 2024Jun 3, 2024 (73 d)
Erin Marie JagusakHornor, Townsend & Kent, LLC BD affiliatedCaptrust institutionalOtherMar 4, 2024Nov 25, 2024 (266 d)
David Edward EnenbachEnenbach & Associates unclassifiedCaptrust institutionalOtherJan 30, 2024Feb 8, 2024
Alex GastAmeriprise Financial Services, LLC national BDCaptrust institutionalOtherJan 26, 2024Feb 2, 2024
David E HerlihySlavic Wealth Management, Inc. no RAUMCaptrust institutionalOtherJan 25, 2024Jun 10, 2024 (137 d)
Justin SinisiFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherJan 24, 2024Feb 8, 2024
Jacob MeyerLPL Financial LLC BD affiliatedCaptrust institutionalOtherJan 22, 2024Mar 13, 2024 (51 d)
Anna Gabriella MartinezLPL Financial LLC BD affiliatedCaptrust institutionalOtherJan 17, 2024Jan 24, 2024
Lindsay Ann AbrahamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherJan 2, 2024Jan 17, 2024
Austin Ingraham PinardLPL Financial LLC BD affiliatedCaptrust institutionalOtherDec 26, 2023Feb 15, 2024 (51 d)
Franco Alfredo BiasiLPL Financial LLC BD affiliatedCaptrust institutionalOtherDec 20, 2023Jun 3, 2024 (166 d)
Wendy Warren LoehrEsi Financial Advisors independent RIACaptrust institutionalOtherDec 20, 2023Dec 19, 2023
Alan Nataniel GonzalezSendero Wealth Management, LLC independent RIACaptrust institutionalOtherDec 11, 2023Apr 19, 2024 (130 d)
Ryan Matthew OravetzEmpower Advisory Group, LLC BD affiliatedCaptrust institutionalOtherDec 8, 2023Mar 13, 2024 (96 d)
Graham HawesOppenheimer & Co. Inc. BD affiliatedCaptrust institutionalOtherNov 26, 2023Jan 17, 2024 (52 d)
Kimberly Ann BreaultFidelity Personal And Workplace Advisors BD affiliatedCaptrust institutionalOtherNov 14, 2023May 14, 2024 (182 d)
Eric Thomas VernonRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherNov 3, 2023Nov 6, 2023
Ian Hunter VernonRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherNov 3, 2023Nov 6, 2023
William Keller NormannRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherOct 31, 2023Nov 6, 2023
Thomas Stanley HardgroveOmega Wealth Partners, Inc. independent RIACaptrust institutionalOtherOct 27, 2023Apr 26, 2023
John Marshall DickensOmega Wealth Partners, Inc. independent RIACaptrust institutionalOtherOct 27, 2023Apr 25, 2023
Carter A VaughanOmega Wealth Partners, Inc. independent RIACaptrust institutionalOtherOct 27, 2023Apr 25, 2023
Philip Mark DebruynSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 29, 2023
Thomas Samuel GileSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Jeremy Thomas HeadSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Michael Alan HorlickSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 28, 2023
Matthew Quinton HugginsSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Denise Renee RothermelSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 29, 2023
Brandon Heath KershawSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Shane Darren PriceSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 29, 2023
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