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 Arcus Capital Partners, 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
Robert Earl O'QuinnScharf Investments, LLC mixed wealthArcus Capital Partners, LLC independent RIARIA to RIAMar 3, 2025Aug 6, 2019
Stephan Richard SzilvasiFidelity Personal And Workplace Advisors BD affiliatedArcus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2024Apr 24, 2026 (596 d)
Jon Gabriel LontaiCharles Schwab & Co., Inc. national BDArcus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Jan 7, 2026 (728 d)
Charles Thomas AnglinCahaba Wealth Management, Inc. independent RIAArcus Capital Partners, LLC independent RIARIA to RIAApr 23, 2021Apr 29, 2021
Timothy James KohnCharles Schwab Investment Advisory, Inc independent RIAArcus Capital Partners, LLC independent RIARIA to RIAJan 6, 2020Dec 11, 2019
Matt Brett BaileyEnclave Advisors, LLC independent RIAArcus Capital Partners, LLC independent RIARIA to RIAApr 23, 2018Jan 26, 2021 (1009 d)
Sean William MoneypennyStrategic Advisers LLC national BDArcus Capital Partners, LLC otherOtherJan 29, 2018Mar 8, 2018 (38 d)
Robert Werner JoelHightower Advisors, LLC otherArcus Capital Partners, LLC otherOtherFeb 22, 2012Apr 5, 2012 (43 d)
Michael Hayes RollauerHarvest Oak Capital, LLC otherArcus Capital Partners, LLC otherOtherJan 6, 2010Mar 21, 2011 (439 d)
William Ross SingletaryCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Steven Christopher EdwardsCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Stephen Stehly SloanCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Michael John ButkusCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 25, 2008May 28, 2010 (610 d)
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13 moves match.