DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Trustmont Advisory Group, Inc.

A 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.

AdvisorFromToTypeLeftRegistered
Edgar Davis MockMoney Management Advisory, Inc. unclassifiedTrustmont Advisory Group, Inc. BD affiliatedOtherJun 29, 2026Oct 24, 2025
Jonathon WebsterAegis Capital Corp. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 21, 2026Jul 10, 2026 (170 d)
Donald SadaCetera Investment Advisers LLC BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2025Aug 1, 2025
Thomas Joseph MonahanIndependent Financial Group, LLC BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 31, 2025Apr 1, 2025
Ann Elizabeth GunstRothschild Wealth LLC independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2025Jan 27, 2025
William BalintOsaic Wealth, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2024Sep 5, 2025 (296 d)
Giselle Marie SadaCetera Investment Advisers LLC BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 30, 2024Nov 15, 2024 (290 d)
Larry SfinasMML Investors Services, LLC BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2023Oct 20, 2023
Bryan J LarrisonAusdal Financial Partners, Inc. independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2023Apr 4, 2024 (247 d)
Paul Robert SchallerRealta Investment Advisors, Inc BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 18, 2023Mar 10, 2023 (51 d)
Sue H PatrickAvantax Advisory Services BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2022Dec 2, 2022
Matthew Carl PhilistineCpr Investments Inc independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 23, 2022Dec 12, 2022 (80 d)
Robert HarwoodDarwin Wealth Management independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2021Oct 5, 2021 (76 d)
Adam BeveridgeEsb Wealth Management, LLC institutionalTrustmont Advisory Group, Inc. otherOtherDec 23, 2020Feb 2, 2018
Steven Michael EffertSsn Advisory, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2020Aug 31, 2020
Michael Anthony PetrocelliSagepoint Financial, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 18, 2020Aug 27, 2020
Vernon Hunter CoatesBerthel Fisher & Company Financial Services, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 22, 2019Feb 4, 2021 (410 d)
Lawrence James HubertCambridge Investment Research Advisors, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 8, 2019Nov 13, 2019
Steven Paul LeachInvestacorp Advisory Services Inc BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2019Sep 2, 2020 (329 d)
Michael BenefieldVoya Financial Advisors, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2019Oct 1, 2019
Josh Alan FrankelCapital Financial Services, Inc. independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2019Jul 30, 2019
George McelroyInfinity Financial Services unclassifiedTrustmont Advisory Group, Inc. BD affiliatedOtherMar 5, 2019Jul 5, 2019 (122 d)
Melissa Jane CrockettKovack Advisors, Inc. BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Jul 6, 2018
Bradford Steven JonesInfinity Financial Services unclassifiedTrustmont Advisory Group, Inc. BD affiliatedOtherMay 16, 2018May 2, 2018
Michael Reitman FriedlanderPruco Securities, LLC BD affiliatedTrustmont Advisory Group, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 15, 2018Jul 17, 2018 (63 d)
Marcia Jean KulbergUBS Financial Services Inc. wirehouseTrustmont Advisory Group, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 1, 2018Jan 13, 2020 (683 d)
Lawrence Philip HamiltonNortheast Advisers, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 4, 2017May 5, 2006
Rex LinkenbachPrincipal Securities, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 1, 2017Jul 26, 2017
Donald Thomas FetskoCitizens Securities, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 1, 2017Aug 1, 2017
Laura Jean Abbott DecarolisHorizon Financial Advisors, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherDec 31, 2016Sep 27, 2002
Michelle Lee SearsInvestment Professionals, Inc. otherTrustmont Advisory Group, Inc. otherOtherDec 20, 2016Aug 1, 2017 (224 d)
Robert Brian RaabMonticello Investment Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 10, 2016May 23, 2016
Kyle Edwin BeveridgeSsn Advisory, Inc. otherTrustmont Advisory Group, Inc. otherOtherFeb 10, 2016Feb 2, 2016
Alex Joseph KulkaSsn Advisory, Inc. otherTrustmont Advisory Group, Inc. otherOtherFeb 1, 2016Feb 2, 2016
Frederick Lawrence HelmickAmerican Portfolios Advisors, Inc otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2015Jan 6, 2016
Donald SadaMsi Financial Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherSep 11, 2015Sep 1, 2015
John Charles StoneWaddell & Reed otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2014Jan 6, 2015
Lillian Mae CrusanCetera Investment Advisers LLC otherTrustmont Advisory Group, Inc. otherOtherSep 12, 2014Sep 23, 2014
Wayne Scott SegearVoya Financial Advisors, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 7, 2014Aug 7, 2014
Donald Thomas FetskoLPL Financial LLC otherTrustmont Advisory Group, Inc. otherOtherOct 17, 2013Nov 15, 2013
Aimee Anne TothAllegheny Investments otherTrustmont Advisory Group, Inc. otherOtherOct 1, 2012Nov 20, 2013 (415 d)
Paige Loretta GunnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTrustmont Advisory Group, Inc. otherOtherAug 20, 2012Oct 12, 2012 (53 d)
Edward E BlackaNew England Securities Corporation otherTrustmont Advisory Group, Inc. otherOtherJul 20, 2012Aug 16, 2012
Jacob Randall GodfreyNav Wealth Advisors, LLC unclassifiedTrustmont Advisory Group, Inc. otherOtherMay 9, 2012Apr 10, 2012
Simler Creig BatchelerOsaic Fs, Inc. otherTrustmont Advisory Group, Inc. otherOtherMar 6, 2012Mar 6, 2012
Brian BestBest & Company Investment Management, Inc. unclassifiedTrustmont Advisory Group, Inc. otherOtherFeb 10, 2012Jun 2, 2011
Jack Alan HeffnerWoodbury Financial Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 8, 2011Jan 4, 2012 (149 d)
James Edward HarperThe Burney Company otherTrustmont Advisory Group, Inc. otherOtherAug 2, 2011Aug 8, 2011
James Dennis HoughMML Investors Services, LLC otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2010Mar 17, 2011 (76 d)
Eric James PorterWoodbury Financial Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherSep 28, 2010Sep 20, 2010
Sara Southerland AlleyRaymond James Financial Services Advisors, Inc otherTrustmont Advisory Group, Inc. otherOtherAug 23, 2010Aug 25, 2010
Emmet Francis MartinRaymond James Financial Services Advisors, Inc otherTrustmont Advisory Group, Inc. otherOtherAug 13, 2010Aug 23, 2010
Christopher George ConnellyRaymond James Financial Services Advisors, Inc otherTrustmont Advisory Group, Inc. otherOtherAug 13, 2010Aug 23, 2010
Jacob Matthew MckelveyRaymond James Financial Services Advisors, Inc otherTrustmont Advisory Group, Inc. otherOtherAug 13, 2010Aug 23, 2010
Garrett Douglas DastrupFisher Investments otherTrustmont Advisory Group, Inc. otherOtherApr 28, 2010Jun 17, 2010 (50 d)
Kristin Marie PearsonGunnallen Financial, Inc unclassifiedTrustmont Advisory Group, Inc. otherOtherMar 30, 2010Aug 2, 2013 (1221 d)
Michelle Argero MalacinskiSummit Financial Group Inc otherTrustmont Advisory Group, Inc. otherOtherMar 12, 2010Apr 28, 2010 (47 d)
Kenneth Joseph KaszakInvestors Capital Advisory otherTrustmont Advisory Group, Inc. otherOtherJan 21, 2010Jan 25, 2010
James Arthur MasheyTower Square Securities, Inc. otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2009Feb 23, 2010 (54 d)
Nancy E. BennettMedallion Advisory Services, LLC unclassifiedTrustmont Advisory Group, Inc. otherOtherDec 31, 2009Jan 4, 2010
Page 1 of 2Next
82 moves match.