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 Suncoast Equity Management, LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Patrick Reynolds | Fisher Investments independent RIA | Suncoast Equity Management, LLC independent RIA | RIA to RIA | Nov 18, 2025 | Nov 19, 2025 |
| Heather Wagner Perry | Truist Advisory Services, Inc. BD affiliated | Suncoast Equity Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2024 | Jun 14, 2024 |
| Frank Burkhead Wyatt | Vanguard Advisers, Inc. BD affiliated | Suncoast Equity Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2022 | Dec 13, 2022 (32 d) |
| Jeffrey Byron Strouse | UBS Financial Services Inc. wirehouse | Suncoast Equity Management, LLC independent RIA | Wirehouse to independent RIA | Jun 7, 2022 | Jul 12, 2022 (35 d) |
| Daniel Thomas Mcnichol | Snow Capital Management, L.P. mixed wealth | Suncoast Equity Management, LLC independent RIA | RIA to RIA | Apr 1, 2020 | May 12, 2020 (41 d) |
| Terri Lynn Ritchie | Morgan Stanley wirehouse | Suncoast Equity Management, LLC independent RIA | Wirehouse to independent RIA | Aug 19, 2019 | Sep 27, 2019 (39 d) |
| Elizabeth Dopking Neal | Morgan Stanley wirehouse | Suncoast Equity Management, LLC independent RIA | Wirehouse to independent RIA | Feb 3, 2016 | Jan 27, 2023 (2550 d) |
| Elliott Taylor Sharp | Private Capital Management, LP other | Suncoast Equity Management, LLC other | Other | Sep 3, 2013 | Jun 6, 2014 (276 d) |
| Bertram Templin Martin | Transamerica Financial Advisors, LLC other | Suncoast Equity Management, LLC other | Other | Oct 27, 2009 | Aug 9, 2016 (2478 d) |
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9 moves match.