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 Sterling Capital Management 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.

AdvisorFromToTypeLeftRegistered
Nathan Ellis RheesAlta Capital Management LLC independent RIASterling Capital Management LLC otherOtherAug 7, 2025Sep 24, 2025 (48 d)
Lydia Sarah MarcinkoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSterling Capital Management LLC otherOtherJul 21, 2025Nov 5, 2025 (107 d)
Jonathan JenkinsOppenheimer & Co. Inc. BD affiliatedSterling Capital Management LLC otherOtherJun 27, 2025Jul 25, 2025
Ami Vastupal ShahAdvisors Asset Management, Inc. otherSterling Capital Management LLC otherOtherMar 20, 2025May 7, 2025 (48 d)
William Hunter IobstTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherJan 2, 2024Jan 29, 2024
Michael James KypreosClearbridge Investments, LLC mixed wealthSterling Capital Management LLC otherOtherFeb 5, 2023Jun 12, 2023 (127 d)
Reagan Andrew ShoppSaxony Capital Management, LLC independent RIASterling Capital Management LLC otherOtherNov 3, 2022Jan 17, 2023 (75 d)
Linda Michelle BumgarnerAscensus Investment Advisors, LLC institutionalSterling Capital Management LLC otherOtherJun 29, 2022Jul 22, 2022
John Drexel BarrettOnedigital institutionalSterling Capital Management LLC otherOtherNov 15, 2021Aug 24, 2022 (282 d)
Michael Thomas KnorrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSterling Capital Management LLC otherOtherMar 5, 2021Feb 1, 2023 (698 d)
Raymond Kevin PetersonBb&T Institutional Investment Advisers, Inc. institutionalSterling Capital Management LLC otherOtherDec 31, 2020Dec 5, 2022 (704 d)
Stephen Henry FreilichTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherAug 7, 2020Aug 26, 2020
John David GangiTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherAug 5, 2020Aug 12, 2020
Andrew RichmanTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherAug 5, 2020Sep 10, 2020 (36 d)
Zachary Daniel NataleTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherAug 5, 2020Sep 16, 2020 (42 d)
Garrett Stephen DavisTruist Advisory Services, Inc. BD affiliatedSterling Capital Management LLC otherOtherAug 5, 2020Aug 11, 2020
Sarah Bennett PalmquistBb&T Institutional Investment Advisers, Inc. institutionalSterling Capital Management LLC otherOtherMar 26, 2020Apr 24, 2020
Orton ChenWedge Capital Management Llp institutionalSterling Capital Management LLC otherOtherOct 1, 2019Mar 3, 2022 (884 d)
Olivia Reed KussinColumbia Management Investment Advisers, LLC asset managerSterling Capital Management LLC otherOtherJul 23, 2019Jan 10, 2020 (171 d)
Stacey Erin Smith BryantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSterling Capital Management LLC otherOtherMay 17, 2019Oct 22, 2019 (158 d)
Kristina K SaundersFarr Miller & Washington LLC independent RIASterling Capital Management LLC otherOtherFeb 4, 2019Mar 6, 2019
Katelyn WhalenColumbia Management Investment Advisers, LLC otherSterling Capital Management LLC otherOtherDec 1, 2016Feb 1, 2017 (62 d)
Brian Richard MartinColumbia Management Investment Advisers, LLC otherSterling Capital Management LLC otherOtherJun 23, 2016Jul 28, 2016 (35 d)
Margaret Mary OlearyCedar Capital, LLC otherSterling Capital Management LLC otherOtherJan 14, 2016Jan 17, 2017 (369 d)
James S AtkinsWells Fargo Advisors wirehouseSterling Capital Management LLC otherOtherDec 8, 2015Jan 13, 2016 (36 d)
Gerald Michael Van HornStratton Management Company otherSterling Capital Management LLC otherOtherAug 3, 2015Aug 24, 2015
Andrew Thomas DizioStratton Management Company otherSterling Capital Management LLC otherOtherAug 3, 2015Aug 12, 2015
Shawn Michael GallagherStratton Management Company otherSterling Capital Management LLC otherOtherAug 3, 2015Aug 14, 2015
Ryan BezekWells Fargo Advisors wirehouseSterling Capital Management LLC otherOtherJan 28, 2015May 11, 2015 (103 d)
John Michael FlowersCaprin Asset Management, LLC otherSterling Capital Management LLC otherOtherJul 16, 2014Aug 6, 2014
Brian Edward LeachNeville, Rodie & Shaw Inc otherSterling Capital Management LLC otherOtherJun 24, 2013Dec 11, 2013 (170 d)
Whitney Lawrence StewartFisher Investments otherSterling Capital Management LLC otherOtherFeb 21, 2013Oct 5, 2018 (2052 d)
Thomas Vincent ReidNuveen Asset Management, LLC otherSterling Capital Management LLC otherOtherJun 29, 2012Jan 9, 2013 (194 d)
John W McauleyOak Associates Ltd otherSterling Capital Management LLC otherOtherSep 16, 2011Apr 16, 2013 (578 d)
Timothy Andrew SargentBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 28, 2010Jan 19, 2012 (448 d)
Donald Mathews HarrisBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 28, 2010May 15, 2012 (565 d)
Rebecca Velena PatelBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 28, 2010Jan 18, 2012 (447 d)
Nicole L HerronBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 28, 2010Jan 19, 2012 (448 d)
Johns Norwood EllingtonBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 27, 2010Feb 8, 2012 (469 d)
Anthony Gerard DeluciaBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 27, 2010Jan 19, 2012 (449 d)
Jeffrey Neil ChapmanBb&T Asset Management, Inc. unclassifiedSterling Capital Management LLC otherOtherOct 27, 2010Feb 8, 2012 (469 d)
Page 1 of 1
41 moves match.