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 Titleist Capital, 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 |
|---|---|---|---|---|---|
| Mark Koellner | Edward Jones national BD | Titleist Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 25, 2022 | Jan 21, 2022 |
| Austin Merle Graff | Shorebird Capital, LP asset manager | Titleist Capital, LLC independent RIA | Other | Dec 31, 2021 | Jan 14, 2019 |
| Randall Wayne Fowler | Rademacher Financial, Inc. independent RIA | Titleist Capital, LLC independent RIA | RIA to RIA | Oct 1, 2021 | Oct 1, 2021 |
| Adam Denton Prewett | Balefire, LLC other | Titleist Capital, LLC independent RIA | Other | Jul 9, 2021 | Jun 23, 2021 |
| Andrew R Johnsen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Titleist Capital, LLC independent RIA | Wirehouse to independent RIA | Jul 20, 2020 | Jul 22, 2020 |
| Enrique Araiza | Bb&T Securities, LLC BD affiliated | Titleist Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2020 | Mar 3, 2020 |
| Carl Lance Huntley | Tcfg Investment Advisors, LLC independent RIA | Titleist Capital, LLC independent RIA | RIA to RIA | Feb 24, 2020 | Apr 29, 2019 |
| Arturo Gilberto Torres | Usaa Investment Services Company BD affiliated | Titleist Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2019 | Jan 2, 2020 (335 d) |
| Richard Michael Judd | Century Management Financial Advisors other | Titleist Capital, LLC other | Other | Jan 26, 2015 | Jan 23, 2015 |
| Roberto Sanchez | Fortitude Advisory Group L.L.C. other | Titleist Capital, LLC other | Other | Feb 18, 2014 | Sep 13, 2013 |
| Enrique Araiza | Fortitude Advisory Group L.L.C. other | Titleist Capital, LLC other | Other | Oct 28, 2013 | Sep 10, 2013 |
| Gregory Ryan Thompson | Swbc Investment Company other | Titleist Capital, LLC other | Other | Jun 27, 2011 | May 27, 2011 |
| Brent Michael Buehler | Banc Of America Investment Services, Inc. unclassified | Titleist Capital, LLC other | Other | Jun 24, 2009 | Jun 16, 2009 |
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13 moves match.