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 Colonial Trust Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cullen Turner Coxe | Texas Capital Bank Private Wealth Advisors independent RIA | Colonial Trust Advisors, Inc. independent RIA | RIA to RIA | Mar 16, 2026 | May 20, 2026 (65 d) |
| Sarah Beth Shalala | Trunorth Advisors independent RIA | Colonial Trust Advisors, Inc. independent RIA | RIA to RIA | Jan 17, 2025 | Feb 6, 2025 |
| Brittany Chester Bynum | Fintrust Capital Advisors, LLC mixed wealth | Colonial Trust Advisors, Inc. independent RIA | RIA to RIA | Oct 15, 2024 | Jun 19, 2025 (247 d) |
| Henry Erle Batts | Janney Montgomery Scott LLC BD affiliated | Colonial Trust Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2021 | Oct 20, 2021 |
| Charles William Clementson | Truist Advisory Services, Inc. BD affiliated | Colonial Trust Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2021 | Dec 16, 2021 (62 d) |
| Matthew Jordan Van Name | Usi Advisors institutional | Colonial Trust Advisors, Inc. independent RIA | Other | Oct 13, 2021 | Jan 23, 2025 (1198 d) |
| Kathryn A. Smith | Fintrust Capital Advisors, LLC mixed wealth | Colonial Trust Advisors, Inc. independent RIA | RIA to RIA | Apr 19, 2021 | May 4, 2021 |
| James Cushman Fiske | Bb&T Securities, LLC BD affiliated | Colonial Trust Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2019 | Mar 19, 2020 (190 d) |
| Bradley K Humphries | Northwestern Mutual Investment Services,LLC other | Colonial Trust Advisors, Inc. other | Other | Oct 22, 2015 | Oct 23, 2015 |
| William Charlton Wieters | Wells Fargo Advisors wirehouse | Colonial Trust Advisors, Inc. independent RIA | Wirehouse to independent RIA | May 19, 2005 | May 30, 2019 (5124 d) |
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10 moves match.