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 Novare Capital Management

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
Parker MayoQuantitative Financial Strategies independent RIANovare Capital Management independent RIARIA to RIAMay 15, 2026Aug 24, 2026 (101 d)
Jessica Proctor RickertVanguard Advisers, Inc. BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024Aug 19, 2026 (596 d)
Andrew Edward FisherC. F. Parks & Co., Inc. otherNovare Capital Management independent RIAOtherNov 30, 2023Apr 8, 2024 (130 d)
Laura Lattimore KidoVanguard Advisers, Inc. BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2022Apr 28, 2025 (849 d)
John Victor RyanSelective Wealth Management, Inc. independent RIANovare Capital Management independent RIARIA to RIAAug 31, 2022Sep 12, 2022
Nicholas Robert LloydM Holdings Securities, Inc. BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2022May 16, 2022
Andrew Edward FisherTruist Advisory Services, Inc. BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2021Jun 29, 2021
Eric Richard LockermanWells Fargo Advisors wirehouseNovare Capital Management independent RIAWirehouse to independent RIAJun 10, 2021Jul 15, 2021 (35 d)
Charles Alexander DannFidelity Personal And Workplace Advisors BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2020Feb 3, 2021 (43 d)
Mitchell Rene PoirierAdvice And Planning Services BD affiliatedNovare Capital Management independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2020Nov 24, 2020
John Michael MenserConcorde Financial Resources independent RIANovare Capital Management independent RIARIA to RIASep 9, 2019Sep 16, 2019
Amanda Kathryn StandardMercer Global Advisors Inc. independent RIANovare Capital Management independent RIARIA to RIAFeb 1, 2019Jul 3, 2019 (152 d)
Lauren Allison MartinezStaton Financial Advisors, LLC otherNovare Capital Management otherOtherOct 24, 2017Dec 16, 2017 (53 d)
Brando Lewis ReynaTrinity Financial Advisors LLC otherNovare Capital Management otherOtherApr 11, 2016Aug 1, 2017 (477 d)
James Russell HarlowStifel, Nicolaus & Company, Incorporated national BDNovare Capital Management otherOtherJun 2, 2011Jun 18, 2012 (382 d)
Christopher Todd PattonEastover Capital Management Inc unclassifiedNovare Capital Management otherOtherOct 14, 2009Aug 28, 2007
Brian Alton RudisillEastover Capital Management Inc unclassifiedNovare Capital Management otherOtherOct 14, 2009Feb 4, 2011 (478 d)
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17 moves match.