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 Captrust Financial Advisors

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
Brian Christopher Perkins	Lockton Investment Advisors, LLC no RAUM	Captrust Financial Advisors other	Other	Nov 10, 2014	Feb 11, 2015 (93 d)
James Raymond Valmonte	Beacon Pointe Wealth Advisors, LLC other	Captrust Financial Advisors other	Other	Jun 20, 2014	Jul 2, 2014
Teresa Ann Parker	Beacon Pointe Wealth Advisors, LLC other	Captrust Financial Advisors other	Other	Jun 20, 2014	Jul 2, 2014
Kevin Joseph Sims	Valic Financial Advisors, Inc. other	Captrust Financial Advisors other	Other	Apr 18, 2013	May 15, 2013
Kim Sue Huppertz	Abg Portfolio Strategies, Inc. other	Captrust Financial Advisors other	Other	Apr 3, 2013	Aug 6, 2014 (490 d)
Richard Robert Rush	Cig Asset Management, Inc. other	Captrust Financial Advisors other	Other	Jan 31, 2013	Jun 13, 2013 (133 d)
Errol Andrew Hau	Freedom One Investment Advisors, Inc. other	Captrust Financial Advisors other	Other	Jan 31, 2013	Mar 8, 2013 (36 d)
Adam Richard David Powell	Freedom One Investment Advisors, Inc. other	Captrust Financial Advisors other	Other	Jan 31, 2013	Feb 21, 2013
Eric Nathan Benedict	Freedom One Investment Advisors, Inc. other	Captrust Financial Advisors other	Other	Jan 31, 2013	Mar 8, 2013 (36 d)
Robert Charles Auditore	Lighthouse Capital, LLC state registered	Captrust Financial Advisors other	Other	Oct 26, 2012	Jan 2, 2013 (68 d)
Gary Michael Cowles	Lighthouse Capital, LLC state registered	Captrust Financial Advisors other	Other	Oct 26, 2012	Sep 10, 2012
Mary Josephine Draayer	Principal Securities, Inc. other	Captrust Financial Advisors other	Other	Mar 14, 2012	Mar 25, 2013 (376 d)
Brian Michael Mccormack	Bb&T Institutional Investment Advisers, Inc. other	Captrust Financial Advisors other	Other	Nov 14, 2011	Feb 22, 2012 (100 d)
Jeffrey Michael Thompson	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 11, 2011	Oct 7, 2011
Jeffrey Thomas Loehwing	Walnut Street Securities, Inc. other	Captrust Financial Advisors other	Other	Oct 29, 2009	Nov 5, 2010 (372 d)
Justin Charles Bradford	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 16, 2009	Oct 21, 2009
Cameron Wrennall	Edward Jones national BD	Captrust Financial Advisors other	Other	Sep 17, 2009	Feb 4, 2010 (140 d)
David Albert Camper	Dixon, Hubard, Feinour & Brown, Inc. other	Captrust Financial Advisors other	Other	May 7, 2009	Apr 6, 2009
Jonathan Jacob Connors	Ameriprise Financial Services, LLC national BD	Captrust Financial Advisors other	Other	Mar 6, 2008	Apr 7, 2008 (32 d)
Ellen Donovan Crowley	Matter Family Office other	Captrust Financial Advisors other	Other	Jan 3, 2008	Jan 2, 2008
Wallace Traynor Reitmeier	Atlantic Capital Management LLC unclassified	Captrust Financial Advisors other	Other	Dec 3, 2007	Dec 3, 2007
Patrick Steven Sallee	Banc Of America Investment Services, Inc. unclassified	Captrust Financial Advisors other	Other	Aug 17, 2007	Aug 16, 2007
Derick Don Shoff	Plan Advisory Services, Inc. unclassified	Captrust Financial Advisors other	Other	Dec 31, 2006	Jan 8, 2007
Paul Howard Schaffer	Plan Advisory Services, Inc. unclassified	Captrust Financial Advisors other	Other	Dec 31, 2006	Jan 9, 2007
Robert Lee Barnett	Palmer & Cay Investment Services Inc unclassified	Captrust Financial Advisors other	Other	Dec 14, 2005	Jan 23, 2006 (40 d)
David Allen Perkins	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 30, 2003	Oct 20, 2003
Edwin A Dalrymple	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 21, 2003	Oct 21, 2003
James Fielding Miller	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 17, 2003	Oct 20, 2003
David Brien Perkins	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 17, 2003	Oct 21, 2003
John Carol Garrett	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 17, 2003	Oct 20, 2003
Todd Louis Jones	Wells Fargo Advisors wirehouse	Captrust Financial Advisors other	Other	Oct 17, 2003	Oct 20, 2003

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31 moves match.