DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Captrust

776 moves
AdvisorFromToTypeLeftRegistered
William David AltavillaWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Ryan Gregory JantzenWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Debra Lyn HightowerWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Scott Merritt GordonWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Christeen Marie ReegWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Lisa Renee HamiltonWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Rachel Ann MeekerWells Fargo Advisors wirehouseCaptrust institutionalOtherMar 5, 2021Mar 1, 2021
Larry Eugene ElliottTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherFeb 22, 2021Jun 21, 2021 (119 d)
Karen K. SalvatoreShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
Danielle La Nise FrazierMercer Global Advisors Inc. independent RIACaptrust institutionalOtherDec 31, 2020Jun 26, 2026 (2003 d)
Devyn Lisa-Amber DuexWorld Investment Advisors, LLC BD affiliatedCaptrust otherOtherDec 31, 2020Dec 7, 2015
Peter Andrew Vander PloegShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
Elisabeth Loeb JacobsonShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
Elizabeth Ann UlrichsonAmeriprise Financial Services, LLC national BDCaptrust institutionalOtherDec 21, 2020Feb 9, 2021 (50 d)
Thomas Dalton TruluckMcadam LLC independent RIACaptrust institutionalOtherDec 2, 2020Mar 27, 2026 (1941 d)
Philip Bona KeltonJ.P. Morgan Securities LLC wirehouseCaptrust institutionalOtherNov 17, 2020Apr 10, 2025 (1605 d)
Briana Grace SmithCommonwealth Financial Network national BDCaptrust institutionalOtherNov 4, 2020Nov 24, 2020
Phillip EptingFirst Allied Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherSep 15, 2020Dec 8, 2020 (84 d)
Spencer A HarmonNorthwestern Mutual Investment Services,LLC no RAUMCaptrust institutionalOtherSep 14, 2020May 27, 2021 (255 d)
Doris Jean DraytonPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Susan Ann ShoemakerPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Jeremy Stephen TollasPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Justin Kael DomberPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Jeremy Allan ChambersPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Cameron Tyler KleinhekselPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Aug 25, 2020
Brett Michael ReardonPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Sep 21, 2020
Sarah Marie RoodingPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Oct 8, 2020 (36 d)
Justin Scott CohenPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Apr 19, 2024 (1325 d)
Tyler Austin SitesPlante Moran Financial Advisors independent RIACaptrust institutionalOtherSep 2, 2020Sep 21, 2020
Bradley Matthew PendzickEmergingwealth Investment Management, Inc. independent RIACaptrust institutionalOtherAug 7, 2020Jan 10, 2020
Cara CannonInsight Advisors, LLC independent RIACaptrust institutionalOtherJul 20, 2020Jun 17, 2024 (1428 d)
Melinda Malek ReinekeLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Thomas Francis MuldowneyLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Eugene Christopher YloLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Kirk Lewis FutrellLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Craig Edward DraperLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
John Joseph MastersonLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Aaron AdcockLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Timothy James VerschureLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Nicholas WaldingLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Michael Nathaniel DeleonLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Edward A CheathamLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Christopher James FrainLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Megan Elizabeth MarshallLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Kristopher John HornyakLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Cory Michael HelmbrechtLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Hunter M MangLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Tonja Wisowaty TruesdellThornburg Investment Management Inc asset managerCaptrust institutionalOtherJun 1, 2020Apr 20, 2026 (2149 d)
Oliver L HaynesWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 12, 2020
Edward Virgil WelchWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Phillip Charles AndersonWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Brian Scott MitchellWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Donald F LutomskiWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Robin Andrew GodwinWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Beau Knighton WilliamsWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 10, 2020
John P MaloneyWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
James Wilkerson UnderwoodWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Brandy Ballard HydrickWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 12, 2020
Mark Alan BishopWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Hannah WadsworthWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
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