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 Cary Street 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kathleen Marie Kowkabany | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cary Street Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 8, 2026 | Sep 11, 2026 |
| Patrick J. Mullins | Strategic Advisers LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2026 | Jul 31, 2026 |
| Kelley Tyger | Davenport & Company LLC BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Jul 29, 2026 |
| Elizabeth Ann King | Seneca House Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 20, 2026 |
| Matthew Clayton Daniel | Seneca House Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 14, 2026 |
| Tyler Brice Napier | Seneca House Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 20, 2026 |
| Anthony James Detrane | Apella Wealth independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | May 11, 2026 | Jun 10, 2026 |
| Elizabeth Thomas | Pursuit Wealth Managment LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Mar 26, 2026 |
| Vincent Cuomo | Pursuit Wealth Managment LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Mar 30, 2026 |
| Christian Dietrich Searcy | Pursuit Wealth Managment LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Mar 24, 2026 |
| Melanie Martinez Mcdonald | Pursuit Wealth Managment LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Mar 24, 2026 |
| Adam F Simpson | Ameriprise Financial Services, LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 11, 2025 |
| Mike Scott Saul | Transcend Capital Advisors, LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2025 | Oct 16, 2025 |
| Amy D Macisaac | Transcend Capital Advisors, LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2025 | Oct 16, 2025 |
| Kyle Saul | Transcend Capital Advisors, LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2025 | Oct 22, 2025 |
| Caitlyn Maurea Mccoy | Fisher Investments independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 19, 2025 | Oct 17, 2025 |
| Caitlin B Degroat | Beacon Trust independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2025 | Sep 16, 2025 |
| John Hart Keene | Keene & Dorchak independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Apr 15, 2025 |
| Matthew Dorchak | Keene & Dorchak independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2025 | Apr 15, 2025 |
| Daniel Jay Wolff | Ifs Advisors, Inc independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | May 16, 2025 |
| Steven Perry Adwar | Strategic Advisers LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 25, 2025 |
| Kevin Lynch | Equitable Advisors, LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2025 | May 19, 2025 |
| Lindsay Michelle Thorstenson | Charles Schwab & Co., Inc. national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2025 | Feb 13, 2025 |
| Richard S. Spinner | Transcend Capital Advisors, LLC independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Dec 4, 2024 |
| Karilyn Port Meeker | MML Investors Services, LLC BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2024 | May 19, 2025 (231 d) |
| Luke Mcananey | Raymond James & Associates, Inc. national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2024 | Jan 27, 2025 (125 d) |
| Benjamin Matthew Coppock | Equitable Advisors, LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2024 | Sep 27, 2024 |
| Christina Kimberly Filosi | Morgan Stanley wirehouse | Cary Street Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 20, 2024 | Sep 4, 2024 |
| Steven Redic Cere | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2024 | Jun 12, 2024 |
| Jason Michael Walters | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Jun 10, 2024 |
| Stephanie Sears | Fidelity Personal And Workplace Advisors BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2024 | Mar 21, 2025 (263 d) |
| Kyle Kramer Hogue | MML Investors Services, LLC BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2024 | May 14, 2024 |
| Christopher Nardi | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2024 | Jun 21, 2024 (60 d) |
| Jacob Downing | Exencial Wealth Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2024 | Mar 22, 2024 |
| Matthew Lawrence Rubin | Anchorcove Partners independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2024 | Jun 17, 2024 (81 d) |
| Lance Matthew Bryan | Matrix Private Capital Group independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2023 | Oct 27, 2023 |
| James Morton | Apc Financial Planning independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 4, 2023 | Aug 8, 2023 |
| Todd Engmann | Wells Fargo Advisors wirehouse | Cary Street Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2023 | Jul 21, 2023 |
| Sean Kayes | Exencial Wealth Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jun 14, 2023 | Jul 15, 2025 (762 d) |
| Eric Justin Morris | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | Apr 26, 2023 |
| Thomas B Underwood | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | Apr 26, 2023 |
| Collin Castlebury | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | Apr 26, 2023 |
| Kimberly Smith | Truist Advisory Services, Inc. BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 26, 2023 | Apr 26, 2023 |
| Geoffrey Hayward Cogger | Edelman Financial Engines mixed wealth | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2023 | Nov 21, 2023 (270 d) |
| Lewis Michael Kayes | Exencial Wealth Advisors independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2023 | May 15, 2026 (1190 d) |
| Jill Fletcher | Seia BD affiliated | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2022 | Jan 27, 2023 (43 d) |
| Barbour Scott Bussells | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2022 | Sep 22, 2022 |
| Mauree Barrett | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2022 | Sep 15, 2022 |
| Buffy Mangus | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2022 | Sep 15, 2022 |
| Jessica Dawn Heneberry | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Jul 14, 2022 |
| William Stebbins Hubard | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Aug 29, 2022 |
| John Smith Mccoy | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Jul 27, 2022 |
| Benjamin Joseph Peress | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Aug 29, 2022 |
| James Everett Hall | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Aug 29, 2022 |
| Michael John Ginty | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Jul 20, 2022 |
| Robert Preston Martin | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Aug 29, 2022 |
| Armistead Churchill Young | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Aug 29, 2022 |
| Jeffrey Blatter | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2022 | Jul 14, 2022 |
| Charles Whitney Brown | Dixon, Hubard, Feinour & Brown, Inc. independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2022 | Jul 21, 2022 |
| Ian A Holder | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cary Street Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 19, 2022 | Jul 16, 2022 |
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122 moves match.