DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
Daniel Thomas DrakeSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 29, 2023
Ryan Randall GriffinSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 28, 2023
Kelly Marie Hendrick PattilloSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 29, 2023
Katherine M. GibertSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Stephanie Marie Bishop SmithSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 28, 2023
Anthony Joseph HarvotSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Taylor Joseph BillingsSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Tara Minnich FuselierSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Emily Sue CopelandSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 28, 2023
Jessica Ashley Bourne MayoSouthern Wealth Management Llp independent RIACaptrust institutionalOtherOct 25, 2023Jun 23, 2023
Miller D RobinsRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherOct 23, 2023Oct 18, 2023
Charles Murphy PaderickRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherOct 23, 2023Oct 18, 2023
Renee Davis ThomasRaymond James Financial Services Advisors, Inc BD affiliatedCaptrust institutionalOtherOct 23, 2023Oct 18, 2023
Matthew Richard HaskeTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherOct 10, 2023Jan 9, 2024 (91 d)
Colin M. BentleyEquitable Advisors, LLC national BDCaptrust institutionalOtherOct 5, 2023Jul 30, 2024 (299 d)
Ann LeddyVanguard Advisers, Inc. BD affiliatedCaptrust institutionalOtherSep 22, 2023Oct 19, 2023
Shaun Dallas CoxMarcum Wealth, LLC independent RIACaptrust institutionalOtherSep 14, 2023Sep 20, 2023
Zachary Maxwell CliffordScs Capital Management LLC independent RIACaptrust institutionalOtherSep 6, 2023Jan 24, 2024 (140 d)
Christopher P HopkinsAmeriprise Financial Services, LLC national BDCaptrust institutionalOtherAug 8, 2023Sep 27, 2023 (50 d)
Sean Anthony RothMorgan Stanley wirehouseCaptrust institutionalOtherAug 3, 2023Oct 16, 2023 (74 d)
David-Louis BrowneFisher Investments independent RIACaptrust institutionalOtherJul 17, 2023Sep 21, 2023 (66 d)
Ashley Brooke StarrMorgan Stanley wirehouseCaptrust institutionalOtherJun 29, 2023Aug 4, 2023 (36 d)
Sabine Maria VellucciChoreo, LLC independent RIACaptrust institutionalOtherJun 14, 2023Jun 21, 2023
John William WingQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 26, 2023
James Russell FerrinQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 26, 2023
Theodore Jack EckerQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Daniel Darrin WestinQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 28, 2023
Kyle Paul OlsonQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 27, 2023
Katherine Kostecki JohnsonQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Christian Bentley RayQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Josiah Benjamin LarsonQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Patrick Jerome RosvoldQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Kevin Eric LawsonQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Tad Aaron KastmanQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 25, 2023
Jacob James HerdQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 26, 2023
Michael David WulffQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Tyler Jace BernardQuantitative Advantage, LLC independent RIACaptrust institutionalOtherJun 12, 2023Apr 21, 2023
Michael Alan SchreiberAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Mar 21, 2023
Amy Zelman ResnicAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Corey S SteinAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Marisa Elise MuldowneyAevitas Wealth Management, Inc. independent RIACaptrust institutionalOtherMay 18, 2023Apr 19, 2023
Nicholas Vincent MelloneDj Wealth Systems, LLC independent RIACaptrust institutionalOtherApr 12, 2023Mar 20, 2023
Allison Marie EcklundBuckingham Strategic Wealth, LLC independent RIACaptrust institutionalOtherApr 11, 2023Apr 5, 2023
Sheila Maureen HarveyMorgan Stanley wirehouseCaptrust institutionalOtherApr 10, 2023May 3, 2023
Taylor Alexander BauerleKairos Private Wealth, Inc. independent RIACaptrust institutionalOtherMar 29, 2023Jan 10, 2023
Patricia LedbetterBangerter Financial Services, Inc. state registeredCaptrust institutionalOtherMar 13, 2023Oct 20, 2023 (221 d)
Regina L LewisCap Partners, LLC independent RIACaptrust institutionalOtherMar 2, 2023Apr 5, 2023 (34 d)
Jenny May HoodSt. Clair Financial independent RIACaptrust institutionalOtherFeb 24, 2023Apr 13, 2023 (48 d)
Sarah Lynn CatheyCbiz Investment Advisory Services, LLC institutionalCaptrust institutionalOtherFeb 24, 2023Mar 28, 2023 (32 d)
Jack Edward FranceschinaMcadam LLC independent RIACaptrust institutionalOtherFeb 16, 2023Mar 21, 2023 (33 d)
Chad HardinSecurian Financial Services, Inc. independent RIACaptrust institutionalOtherFeb 13, 2023Apr 5, 2023 (51 d)
Brandon BineauJ.P. Morgan Securities LLC wirehouseCaptrust institutionalOtherJan 15, 2023Mar 23, 2023 (67 d)
Julie K TurnerMorgan Stanley wirehouseCaptrust institutionalOtherJan 9, 2023Jan 4, 2023
Michelle Elizabeth TrouveDanda Trouve Investment Management, Inc. independent RIACaptrust institutionalOtherDec 31, 2022Nov 4, 2022
John Conrad HaysLincoln Investment independent RIACaptrust institutionalOtherDec 22, 2022Jan 3, 2023
Julie Lynn CroweCetera Advisor Networks LLC BD affiliatedCaptrust institutionalOtherDec 5, 2022Apr 13, 2023 (129 d)
Casey Michael VeachPlante Moran Financial Advisors independent RIACaptrust institutionalOtherDec 5, 2022Dec 20, 2022
Gloria Pamela RodriguezFulfilled Finances LLC unclassifiedCaptrust institutionalOtherNov 20, 2022Aug 19, 2022
Michelle Rinker MahoneyCommonwealth Financial Network national BDCaptrust institutionalOtherNov 17, 2022Nov 22, 2022
Julie Ann FullerCommonwealth Financial Network national BDCaptrust institutionalOtherNov 17, 2022Nov 22, 2022
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