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 Fulcrum 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 |
|---|---|---|---|---|---|
| Taylor Nicole Bohot | Ameriprise Financial Services, LLC national BD | Fulcrum Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Mar 12, 2026 |
| David Bruce Limoges | Emerald Advisors, LLC independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Jan 30, 2025 | Jul 15, 2025 (166 d) |
| Jeremy Robert Williamson | Apella Wealth independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Dec 15, 2022 | Jan 19, 2023 (35 d) |
| Brander Lee Richmond | Coldstream Wealth Management independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Aug 31, 2022 | Aug 26, 2022 |
| Adam Hicks | Tci Wealth Advisors, Inc. independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Apr 14, 2022 | May 5, 2022 |
| Alissa Jess Wright | Coldstream Wealth Management independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Oct 4, 2021 | Aug 11, 2021 |
| John Robert Richmond | Lnw independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Mar 4, 2020 | Aug 1, 2019 |
| Kathryn Haggitt Fisher | Threadline Wealth independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Feb 25, 2020 | Mar 19, 2020 |
| Michelle Aimee Mathieu | Coldstream Wealth Management other | Fulcrum Capital, LLC other | Other | Jan 12, 2017 | Jan 14, 2017 |
| James Howard Dockens | E*Trade Capital Management, LLC other | Fulcrum Capital, LLC other | Other | Nov 30, 2015 | Nov 3, 2015 |
| Janet Maria Welcher | Badgley Phelps Wealth Managers other | Fulcrum Capital, LLC other | Other | Mar 4, 2015 | Mar 12, 2015 |
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11 moves match.