DFX Intelligence
Advisor moves
Arrivals at CaptrustWhat a move isA 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
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dara Beth Day | Cardea Capital Advisors, LLC independent RIA | Captrust institutional | Other | Feb 10, 2022 | Jan 10, 2024 (699 d) |
| Robert Gregory Schott | Robert W. Baird & Co. Incorporated mixed wealth | Captrust institutional | Other | Feb 9, 2022 | Mar 2, 2022 |
| Rosa Ariana Estrada | Sanctuary Advisors, LLC BD affiliated | Captrust institutional | Other | Feb 7, 2022 | Mar 9, 2022 |
| Scott Matthew Mulvaney | Girard Advisory Services, LLC independent RIA | Captrust institutional | Other | Jan 21, 2022 | Mar 28, 2022 (66 d) |
| Sarah Ann Colotto | Global Retirement Partners LLC institutional | Captrust institutional | Other | Jan 18, 2022 | Mar 1, 2022 (42 d) |
| Anne Andrews Flink | Parsec Financial independent RIA | Captrust institutional | Other | Jan 18, 2022 | Feb 25, 2022 (38 d) |
| Devin Poulsen Gillies | Fidelity Personal And Workplace Advisors BD affiliated | Captrust institutional | Other | Dec 13, 2021 | Apr 20, 2022 (128 d) |
| Thomas Howard Oliphint | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 18, 2021 |
| George Venegas Pedraza | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Karl Joseph Eggerss | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 18, 2021 |
| Shawn Trahill Morris | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Justin Joseph Pawl | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Barron Dean Beal | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Mark R Nokyos | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| John Duggan Eadie | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Raquel Renfro Lopez | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| John Glenn Keeton | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| David Richard Wallace | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Casey Adam Keller | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| David Sutherland Akright | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Oliver Michael Norman | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Samuel Howard Dreibelbis | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 11, 2021 |
| Trevor Clarke Mansour | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Oct 14, 2021 |
| Jacky Phan | Covenant independent RIA | Captrust institutional | Other | Nov 24, 2021 | Nov 8, 2021 |
| Alan Robert Nachman | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| James Alvin Cannon | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Benjamin King Norwood | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Gary Curtis Davis | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Maura Sill Copsey | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Wesley Mattox Boyce | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Russell B Miller | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Carter R Hall | Nachman Norwood & Parrott, Inc. independent RIA | Captrust institutional | Other | Nov 12, 2021 | Jul 2, 2021 |
| Matthew Joseph Tinyo | Vanguard Advisers, Inc. BD affiliated | Captrust institutional | Other | Nov 12, 2021 | Jan 24, 2022 (73 d) |
| Timothy Richard Egan | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Dec 13, 2021 (35 d) |
| Joseph Christopher Marzano | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 18, 2021 |
| Daniel Raymond George | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 18, 2021 |
| Matthew Fitz-Gibbon Winton | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Kristi Jean Bieber Gibbs | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Daniel Eric Simon | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 23, 2021 |
| Scott Robert Meggenberg | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Andrew Craig Fiegel | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 24, 2021 |
| Andrew W Schwark | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 5, 2021 |
| Paul Buck Schreder | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 5, 2021 |
| Christopher David Krakowski | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 9, 2021 |
| Jeffrey Scott Freiser | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Oct 29, 2021 | Nov 29, 2021 (31 d) |
| Caroline A Macomber | Nationwide Investment Advisors, LLC BD affiliated | Captrust institutional | Other | Oct 12, 2021 | Feb 1, 2022 (112 d) |
| Giovanni Tiso | Focus Partners Wealth, LLC independent RIA | Captrust institutional | Other | Oct 12, 2021 | Jul 6, 2021 |
| Marc Hermer | Managed Account Advisors LLC independent RIA | Captrust institutional | Other | Aug 27, 2021 | Dec 19, 2022 (479 d) |
| John Brandon Carr | Fidelity Personal And Workplace Advisors BD affiliated | Captrust institutional | Other | Aug 27, 2021 | Nov 18, 2021 (83 d) |
| Mackenzie Cunningham | Wedbush Securities Inc. BD affiliated | Captrust institutional | Other | Aug 13, 2021 | Dec 22, 2022 (496 d) |
| Matthew Hand | Cetera Advisors LLC BD affiliated | Captrust institutional | Other | Jul 20, 2021 | Apr 26, 2021 |
| Taylor James Elroy Elliott | Fidelity Personal And Workplace Advisors BD affiliated | Captrust institutional | Other | Jul 12, 2021 | Aug 24, 2021 (43 d) |
| Brian Miserlian | Fidelity Personal And Workplace Advisors BD affiliated | Captrust institutional | Other | Jun 30, 2021 | Aug 19, 2021 (50 d) |
| Jonathan Shane Hunter | Stewardship Financial Advisors, LLC independent RIA | Captrust institutional | Other | Jun 30, 2021 | Apr 26, 2021 |
| Matthew Scott Godleski | Stewardship Financial Advisors, LLC independent RIA | Captrust institutional | Other | Jun 30, 2021 | Apr 26, 2021 |
| Patrick James Plunkett | Stewardship Financial Advisors, LLC independent RIA | Captrust institutional | Other | Jun 30, 2021 | Apr 26, 2021 |
| Laura Morganelli | Abacus Wealth Partners independent RIA | Captrust institutional | Other | Jun 8, 2021 | Jul 20, 2021 (42 d) |
| John Francis Buckley | Cammack Retirement Group institutional | Captrust institutional | Other | May 18, 2021 | Feb 26, 2021 |
| Rebecca Smith Hedtler | Cammack Retirement Group institutional | Captrust institutional | Other | May 18, 2021 | Feb 22, 2023 (645 d) |
| Michael Patrick Volo | Cammack Retirement Group institutional | Captrust institutional | Other | May 18, 2021 | Feb 26, 2021 |