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 Quadcap Wealth 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
Delonte HarrellMcadam LLC independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAJun 24, 2026Jul 10, 2026
Cooper W SegarsSwmg, LLC independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAMay 29, 2026Jul 2, 2026 (34 d)
Gianna Avila MossottiFisher Investments independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAAug 8, 2025Aug 14, 2025
Alexandra Baskin McconnellGoldman Sachs Wealth Services, L.P. BD affiliatedQuadcap Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2025Feb 25, 2025
Monica Marie SipesExencial Wealth Advisors independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAJun 14, 2024May 14, 2024
Christian Drew PattersonExencial Wealth Advisors independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAJun 14, 2024May 23, 2024
Tori Nichole GlassMML Investors Services, LLC BD affiliatedQuadcap Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2024Apr 7, 2024 (37 d)
Anne Bethany RobinsonGoldman Sachs Wealth Services, L.P. BD affiliatedQuadcap Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 2, 2023Apr 7, 2024 (249 d)
David Allen StrandinMorgan Stanley wirehouseQuadcap Wealth Management, LLC independent RIAWirehouse to independent RIAJun 21, 2019Jul 2, 2019
Robert Charles KnodeExencial Wealth Advisors independent RIAQuadcap Wealth Management, LLC independent RIARIA to RIAFeb 8, 2019May 14, 2019 (95 d)
Michael Scott ChristiansMorgan Stanley wirehouseQuadcap Wealth Management, LLC independent RIAWirehouse to independent RIAJan 16, 2018Jan 26, 2018
Mary Macintosh HarrisFullcircle Wealth LLC independent RIAQuadcap Wealth Management, LLC otherOtherAug 1, 2017Jul 19, 2017
Daniel Jad McguireForvis Mazars Wealth Advisors, LLC otherQuadcap Wealth Management, LLC otherOtherMay 18, 2017May 23, 2017
Cortnie Lomas RodriguezFirst Financial Equity Corporation otherQuadcap Wealth Management, LLC otherOtherJan 28, 2014Feb 21, 2014
Luke Martin TaitParagon Wealth Management otherQuadcap Wealth Management, LLC otherOtherJan 7, 2013Jul 29, 2016 (1299 d)
Robert Cecil AlstonAdvisors Asset Management, Inc. otherQuadcap Wealth Management, LLC otherOtherMar 18, 2010Oct 16, 2015 (2038 d)
David BlairCapwest Securities, Inc. unclassifiedQuadcap Wealth Management, LLC otherOtherOct 30, 2009Sep 30, 2009
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17 moves match.