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 Versant Capital Management, Inc.

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
Brittyn Russell BrenderTolleson Private Wealth Management mixed wealthVersant Capital Management, Inc. independent RIARIA to RIAApr 22, 2025Apr 22, 2026 (365 d)
Royce Creighton RameyTolleson Private Wealth Management mixed wealthVersant Capital Management, Inc. independent RIARIA to RIAJul 17, 2023Jul 18, 2023
Kenneth ChavisHightower Advisors, LLC BD affiliatedVersant Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2023May 25, 2023
Dominick Lawrence DeangelisU.S. Bancorp Advisors, LLC BD affiliatedVersant Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2022Sep 22, 2022
Brent PressentinMorgan Stanley wirehouseVersant Capital Management, Inc. independent RIAWirehouse to independent RIAJun 14, 2022Mar 27, 2023 (286 d)
Kyle Loren IrionBrighton Jones LLC independent RIAVersant Capital Management, Inc. independent RIARIA to RIAFeb 9, 2022Oct 11, 2022 (244 d)
Anthony Jose CalderonCwm, LLC BD affiliatedVersant Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2021Nov 1, 2021
Larissa Kristine GranthamStepp & Rothwell Inc independent RIAVersant Capital Management, Inc. independent RIARIA to RIAAug 27, 2019Nov 25, 2019 (90 d)
Andres Antonio FavelaKestra Advisory Services, LLC BD affiliatedVersant Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2019Jul 17, 2019 (187 d)
Sean CampbellSchwab Wealth Advisory, Inc. BD affiliatedVersant Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2018Oct 12, 2018
Joseph Paul KalmanovitzStonegate Capital Advisors, LLC independent RIAVersant Capital Management, Inc. independent RIARIA to RIAMar 19, 2018Apr 26, 2018 (38 d)
James Michael TaylorBrighton Jones LLC otherVersant Capital Management, Inc. independent RIAOtherDec 1, 2017Apr 4, 2018 (124 d)
Matthew Harrison MillerRowland Carmichael Advisors Inc otherVersant Capital Management, Inc. independent RIAOtherMay 8, 2017May 13, 2021 (1466 d)
Ryan Timothy MunroeAdvice And Planning Services otherVersant Capital Management, Inc. independent RIAOtherMay 4, 2017Dec 2, 2019 (942 d)
Brian Terrence PoeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVersant Capital Management, Inc. independent RIAWirehouse to independent RIADec 21, 2016Jan 25, 2019 (765 d)
Erin Beth ItkoeGfo Advisory Services, LLC otherVersant Capital Management, Inc. otherOtherNov 30, 2011Jan 26, 2012 (57 d)
Elizabeth Mollie ShabakerGfo Advisory Services, LLC otherVersant Capital Management, Inc. otherOtherJul 9, 2010Aug 19, 2010 (41 d)
Thomas Joseph ConnellyKeats Connelly And Associates Inc. unclassifiedVersant Capital Management, Inc. otherOtherAug 11, 2004Jun 17, 2004
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18 moves match.