DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
Earle Winston AllenCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 28, 2021
Michael Alden WebbCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 1, 2021
Tracey M ManziCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 26, 2021
Jan Joseph RezlerCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 1, 2021
Michael D SandersCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 1, 2021
Raymond Francis McgrathCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 28, 2021
Jennifer E StevensCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 11, 2021
Emily Morgan WrightsonCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021May 18, 2021
Jared Jamael HardinCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Jan 1, 2025 (1324 d)
John ItalianoCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 26, 2021
Timothy Charles IrvinCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 26, 2021
Charles Thomas RichmondCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 1, 2021
James DuffyCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 28, 2021
Joey PayneCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 1, 2021
Robert Franklin FolkesCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 26, 2021
Boola Said SourialCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Mar 11, 2021
Mani Dwight GrantCammack Retirement Group institutionalCaptrust institutionalOtherMay 18, 2021Feb 26, 2021
Cody Lee RogersHirtle & Co., LLC otherCaptrust institutionalOtherApr 5, 2021Aug 9, 2021 (126 d)
Jody Ann WernerPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Paula Marie TrembaPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Joseph Anthony ScarpoPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 20, 2021
Michael John PassalinquaPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Rodney Clark WaterburyGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Angie ButlerGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 1, 2025 (1372 d)
Scott Carmack ThomasGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Brian Patrick AbadGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 26, 2021
Jeffrey J HeasleyPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
William Bryce GabriGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Keith Patrick BiskupPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Mark Gordon HuffmanGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Randy L ByardGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
John Henry LockwoodGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Oct 24, 2024 (1303 d)
Peter J AshbyGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Nicholas Michael WilsonPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Kevin Alexander ChangGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Kyle Douglas ClarkGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 1, 2025 (1372 d)
Joseph Corey HowardPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Anthony Nicholas ScarpoPwa Wealth Management independent RIACaptrust institutionalOtherMar 31, 2021Jan 19, 2021
Michael Thomas GenoveseGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Bradley Scott LemonMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Mark David FeldmanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Jennifer Ardella Enter ArpsMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Christina Sellers BurroughsMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Mary Ann Hennelly-FavataMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Jun 28, 2021 (91 d)
James Carl LamancusaMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Evan Daniel JudgeMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
David Bronn WestraMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Justin Thomas VandegriffMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Apr 13, 2021
Nathan Francis EricksonMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
William James FroelichMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Eric Skyler EnsignMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Harold Michael HirteMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Trevor Darrell MooreMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Ryan Charles PennimanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Christopher Michael BergtholdMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Englanttina DashiMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Alisha Elizabeth RussoMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Kyle James PitmanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Carli Dawn PlunkettMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Apr 19, 2022 (386 d)
Kwame Julius JamesFisher Investments independent RIACaptrust institutionalOtherMar 16, 2021Sep 2, 2021 (170 d)
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