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 True North Advisors, 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.

AdvisorFromToTypeLeftRegistered
Brett David HooverBlue Investment Partners LLC independent RIATrue North Advisors, LLC independent RIARIA to RIAJul 18, 2025Sep 3, 2025 (47 d)
Matthew Brooks DublinBlue Investment Partners LLC independent RIATrue North Advisors, LLC independent RIARIA to RIAJul 18, 2025Jul 2, 2025
William Tennyson SandersClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Royce Glenn ItschnerClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Royce Wesley MedlinClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Corey Bryant LongClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Charles Ferrell HallClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Aaron Robert LangClear Rock Advisors, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIASep 17, 2024Sep 17, 2024
Braden Ryan ColeCrow Holdings Capital asset managerTrue North Advisors, LLC independent RIAOtherNov 11, 2019Jun 14, 2022 (946 d)
Jamie Nicole ScottThreadline Wealth independent RIATrue North Advisors, LLC independent RIARIA to RIANov 5, 2019Nov 18, 2019
Dusty Dawn WallaceLee Financial Company, LLC independent RIATrue North Advisors, LLC independent RIARIA to RIAJul 3, 2019Jul 16, 2019
Adam Edward FarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTrue North Advisors, LLC independent RIAWirehouse to independent RIAMay 6, 2019Jul 16, 2019 (71 d)
Christopher Elliott PateWestern Research And Management, L.L.C. independent RIATrue North Advisors, LLC independent RIARIA to RIAMay 2, 2019Feb 13, 2019
Mark Sebastian WalshWestwood Wealth Management independent RIATrue North Advisors, LLC independent RIARIA to RIAApr 16, 2019Sep 21, 2024 (1985 d)
Colin James BindnerUnited Capital Financial Advisors independent RIATrue North Advisors, LLC independent RIARIA to RIAMar 19, 2019May 23, 2019 (65 d)
Caleb Aaron BrianTolleson Private Wealth Management mixed wealthTrue North Advisors, LLC independent RIARIA to RIAMar 7, 2019May 23, 2019 (77 d)
Ivan SalazarAmeriprise Financial Services, LLC national BDTrue North Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 7, 2018Apr 14, 2022 (1407 d)
Tara Leigh ScottinoCarter Advisory Services, Inc state registeredTrue North Advisors, LLC otherOtherMar 18, 2015Dec 10, 2014
Michael David MillerWfg Advisors, LP otherTrue North Advisors, LLC otherOtherDec 12, 2014Dec 12, 2014
Marcus Jearl HamEagle Strategies LLC otherTrue North Advisors, LLC independent RIAOtherJul 10, 2014Jun 27, 2018 (1448 d)
Zachary Allan KuhlmanEquitable Advisors, LLC national BDTrue North Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2011Aug 17, 2022 (4107 d)
Barron Dean BealBok Financial Advisors otherTrue North Advisors, LLC otherOtherJun 9, 2008Apr 15, 2010 (675 d)
Adam Charles GoldenbergAmerican Securities Group, Inc. unclassifiedTrue North Advisors, LLC otherOtherAug 20, 2007Aug 21, 2007
Timothy Lawrence DwightChilton Capital Management Advisors Inc. otherTrue North Advisors, LLC otherOtherAug 9, 2007Aug 13, 2007
Michael Jay AndersonEvensky & Katz/Foldes Wealth Management otherTrue North Advisors, LLC otherOtherJul 23, 2007Jan 16, 2009 (543 d)
Joseph ZornAmerican Securities Group, Inc. unclassifiedTrue North Advisors, LLC otherOtherNov 6, 2006Oct 16, 2006
Scott Adair WoodAmerican Securities Group, Inc. unclassifiedTrue North Advisors, LLC otherOtherNov 1, 2006May 9, 2017 (3842 d)
Mark Hunter GehlbachAmerican Securities Group, Inc. unclassifiedTrue North Advisors, LLC otherOtherNov 1, 2006May 9, 2017 (3842 d)
Nathan Alan PikeAmerican Securities Group, Inc. unclassifiedTrue North Advisors, LLC otherOtherNov 1, 2006Aug 3, 2006
Raymon Bedford TannerRetirement Advisors Of America unclassifiedTrue North Advisors, LLC otherOtherJul 31, 2006Aug 3, 2006
Brennan Gale CrossRetirement Advisors Of America unclassifiedTrue North Advisors, LLC otherOtherJul 31, 2006Aug 3, 2006
Daniel Etheridge ArcherRetirement Advisors Of America unclassifiedTrue North Advisors, LLC otherOtherJul 31, 2006Aug 3, 2006
Joseph Stephen PennerFamco unclassifiedTrue North Advisors, LLC otherOtherJun 12, 2006Feb 6, 2006
Matthew Charles BorowskiMML Investors Services, LLC otherTrue North Advisors, LLC otherOtherJul 5, 2005Jul 26, 2013 (2943 d)
Brett Derek AndersonCharles Schwab & Co., Inc. national BDTrue North Advisors, LLC otherOtherAug 9, 2004Aug 27, 2004
Scott Adair WoodLockwood Financial Services, Inc. unclassifiedTrue North Advisors, LLC otherOtherJul 8, 2003Nov 16, 2001
Mark Hunter GehlbachLockwood Financial Services, Inc. unclassifiedTrue North Advisors, LLC otherOtherJul 8, 2003Nov 16, 2001
Matthew Edward FitzsimmonsLockwood Financial Services, Inc. unclassifiedTrue North Advisors, LLC otherOtherJul 8, 2003Jul 8, 2003
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38 moves match.