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 Pinkerton Wealth Partners

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
Kristopher Lawrence WhippleCorecap Advisors BD affiliatedPinkerton Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2026Jul 2, 2026
Richard Thomas BreedloveSageguard Financial Group, LLC independent RIAPinkerton Wealth Partners independent RIARIA to RIAApr 23, 2026Jun 2, 2026 (40 d)
Dudley Irwin LehmerWootton Financial Group Inc independent RIAPinkerton Wealth Partners independent RIARIA to RIAApr 14, 2026Mar 30, 2026
Christopher Jason WoottonWootton Financial Group Inc independent RIAPinkerton Wealth Partners independent RIARIA to RIAApr 14, 2026Mar 30, 2026
Hans Caparas MedinaCetera Investment Advisers LLC BD affiliatedPinkerton Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2026Mar 17, 2026
Robert Seth OlsenRobert Olsen Investment Group, LLC unclassifiedPinkerton Wealth Partners independent RIAOtherFeb 11, 2026Jan 5, 2026
Polly Marie StoeckleinConsolidated Portfolio Review Corp independent RIAPinkerton Wealth Partners independent RIARIA to RIAApr 30, 2025Oct 10, 2025 (163 d)
Clifford Mathew RobelloCambridge Investment Research Advisors, Inc. BD affiliatedPinkerton Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2024Dec 2, 2024
Sheri Mahealani Robello CabralCambridge Investment Research Advisors, Inc. BD affiliatedPinkerton Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2024Nov 4, 2024
Anthony Michael RoylanceSherman Portfolios no RAUMPinkerton Wealth Partners independent RIAOtherJun 14, 2023Jun 14, 2023
Daniel P OstlundCpr Investments Inc independent RIAPinkerton Wealth Partners independent RIARIA to RIAMar 7, 2023Mar 8, 2023
Patricia A TisdaleAbridge Partners, LLC otherPinkerton Wealth Partners otherOtherApr 1, 2014Apr 1, 2014
Daniel Walter PinkertonLPL Financial LLC otherPinkerton Wealth Partners otherOtherDec 2, 2010Jun 22, 2010
Ronald Lee GlendeningLPL Financial LLC otherPinkerton Wealth Partners otherOtherOct 7, 2010Jun 22, 2010
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14 moves match.