DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
Rosana HernandezCommon Cause Capital LLC unclassifiedCaptrust institutionalOtherOct 31, 2022Oct 7, 2024 (707 d)
David Raymond HartnessHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Dec 1, 2022 (34 d)
Lil Minton MercerHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Dec 1, 2022 (34 d)
Cleve Ericson NordeenHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Nov 8, 2022
James Evan CumalanderHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Nov 15, 2022
Susan Skipper WillettHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Nov 8, 2022
Sarah HaynesHightower Advisors, LLC BD affiliatedCaptrust institutionalOtherOct 28, 2022Nov 15, 2022
Thomas J ReynoldsReynolds Investment Management Inc independent RIACaptrust institutionalOtherOct 27, 2022Aug 5, 2022
Jason Edward LewisReynolds Investment Management Inc independent RIACaptrust institutionalOtherOct 27, 2022Aug 1, 2022
Christine Reynolds CunninghamReynolds Investment Management Inc independent RIACaptrust institutionalOtherOct 27, 2022Jul 28, 2022
Harrison M CollinsReynolds Investment Management Inc independent RIACaptrust institutionalOtherOct 27, 2022Jul 28, 2022
Jesse MalikUBS Financial Services Inc. wirehouseCaptrust institutionalOtherOct 24, 2022Dec 7, 2022 (44 d)
Deann Elaine MitchellFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 22, 2022
George Dickson GriswoldFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Deborah Sue FarnhamFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Robert Scott RichardsonFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 22, 2022
Janelle Ilene CorrentiFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Clay Edward HartmanFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Richard James RogersFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
John D JenkinsFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Stephen Lee OlafsonFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 22, 2022
David K NealFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Tracy Klem RuddleFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Joseph Alan PesnellFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Darren C ObrechtFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Sidni Nicole DohmFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Jill Allagood RogersFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Troy David KerrFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Benjamin Jay ChristensenFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Nicholas Michael BlasiFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Matthew C TaylorFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Aaron Joseph AnsonFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Mark Edward HoweFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 30, 2022
Blake Ryan GreenfieldFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Doug Eric Allen JenkinsFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Cynthia Ann WolfFrontier Wealth Management, LLC independent RIACaptrust institutionalOtherOct 21, 2022Aug 19, 2022
Edward Christopher BurkeLPL Financial LLC independent RIACaptrust institutionalOtherSep 26, 2022Sep 19, 2022
Derek Mccall DeckerUBS Financial Services Inc. wirehouseCaptrust institutionalOtherSep 26, 2022Nov 16, 2022 (51 d)
Kieran James LowryWells Fargo Advisors wirehouseCaptrust institutionalOtherSep 19, 2022Dec 8, 2022 (80 d)
Helen Elizabeth MarshallSound View Wealth Advisors Group, LLC independent RIACaptrust institutionalOtherSep 19, 2022Dec 20, 2022 (92 d)
Nicole R BeckerT. Rowe Price Advisory Services, Inc. independent RIACaptrust institutionalOtherSep 13, 2022Oct 20, 2022 (37 d)
Michael Alan SassoPortfolio Evaluations, Inc. no RAUMCaptrust institutionalOtherAug 30, 2022Mar 30, 2022
Attila Thomas TothPortfolio Evaluations, Inc. no RAUMCaptrust institutionalOtherAug 30, 2022Mar 25, 2022
Blaise Tyler HeckmanCliftonlarsonallen Wealth Advisors, LLC BD affiliatedCaptrust institutionalOtherAug 15, 2022Aug 22, 2022
Lindsay Michelle AllenUnited Capital Financial Advisors BD affiliatedCaptrust institutionalOtherJun 30, 2022Dec 7, 2022 (160 d)
Rashad SullivanWells Fargo Advisors wirehouseCaptrust institutionalOtherMay 25, 2022Jan 30, 2023 (250 d)
Samuel TrumpsInvesco Advisers, Inc. asset managerCaptrust institutionalOtherMay 18, 2022Apr 23, 2025 (1071 d)
Edwin Richard RodriguezCrescent Capital Consulting, LLC mixed wealthCaptrust institutionalOtherMar 29, 2022Mar 1, 2022
Andrew Bell WisdomCrescent Capital Consulting, LLC mixed wealthCaptrust institutionalOtherMar 29, 2022Jan 21, 2022
Daryl Lee DekeNew Market Wealth Management, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 6, 2022
Kelly Ann Cullen GentlesNew Market Wealth Management, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 3, 2023 (281 d)
Gary P. SavageRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Feb 1, 2022
Benjamin George GoldmanRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Rebecca Renee PouliotRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Jason EdingerRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Christopher Francis MahoneyRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Kathaleen Marie Carroll-CoelhoRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Joshua Torrey HohlfelderRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Jan 25, 2022
Thomas M KeaneRinet Company, LLC independent RIACaptrust institutionalOtherMar 28, 2022Feb 1, 2022
Briana Grace SmithFirst Citizens Investor Services, Inc. BD affiliatedCaptrust institutionalOtherMar 16, 2022Jun 3, 2022 (79 d)
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