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 Telos 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
Timothy Thomas DrakeVanderbilt Advisory Services BD affiliatedTelos Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2026Jan 21, 2026
Charles Andrew RobbGenter Advisors LLC independent RIATelos Capital Management, Inc. independent RIARIA to RIAMay 24, 2022May 28, 2022
Brandon Lee ThuottGenter Capital Management independent RIATelos Capital Management, Inc. independent RIARIA to RIAMay 24, 2022May 28, 2022
Michael Ray WhitehurstMccuen & Co Inc independent RIATelos Capital Management, Inc. independent RIARIA to RIAJun 19, 2020May 10, 2019
Jeffrey HalbertCheck Capital Management Inc independent RIATelos Capital Management, Inc. independent RIARIA to RIAOct 1, 2018Oct 9, 2018
Christa Alessandra Keck-EnglishLPL Financial LLC otherTelos Capital Management, Inc. otherOtherAug 24, 2016Dec 12, 2016 (110 d)
Warren Elliot BinstockAdvice And Planning Services otherTelos Capital Management, Inc. otherOtherApr 8, 2015Apr 27, 2015
Randall Lynn WhitfieldCheck Capital Management Inc otherTelos Capital Management, Inc. otherOtherNov 3, 2014Dec 4, 2014 (31 d)
Michelle Louise PackerEquitable Advisors, LLC national BDTelos Capital Management, Inc. otherOtherFeb 11, 2014Jul 24, 2014 (163 d)
Jeremy Elliott ChaffinCharles Schwab & Co., Inc. national BDTelos Capital Management, Inc. otherOtherJan 28, 2014Jan 30, 2014
Jonathan Paul FairchildGenter Advisors LLC otherTelos Capital Management, Inc. otherOtherOct 5, 2011Sep 7, 2011
Stefan MeierhoferA&M Investment Management unclassifiedTelos Capital Management, Inc. otherOtherDec 31, 2008Jan 13, 2009
Charles Frederick ChamberlinA&M Investment Management unclassifiedTelos Capital Management, Inc. otherOtherDec 31, 2008Jan 13, 2009
Bruce David ShermanA&M Investment Management unclassifiedTelos Capital Management, Inc. otherOtherDec 31, 2008Jan 13, 2009
Andrew Winslow WeldA&M Investment Management unclassifiedTelos Capital Management, Inc. otherOtherDec 31, 2008Jan 13, 2009
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15 moves match.