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 Verus 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
Clayton CollierCambridge Investment Research Advisors, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2026May 6, 2026
Jeffrey Alan MathisHeritage Wealth Management, LLC unclassifiedVerus Capital Partners, LLC independent RIAOtherOct 24, 2025Oct 20, 2025
Denny Wayne RudolphHeritage Wealth Management, LLC unclassifiedVerus Capital Partners, LLC independent RIAOtherOct 24, 2025Oct 15, 2025
Stephen Joe WilliamsLifecourse Capital, Inc. independent RIAVerus Capital Partners, LLC independent RIARIA to RIAOct 22, 2025Oct 17, 2025
Michael Dwain JonesLifecourse Capital, Inc. independent RIAVerus Capital Partners, LLC independent RIARIA to RIAOct 22, 2025Oct 15, 2025
Benjamin Graham WilliamsLifecourse Capital, Inc. independent RIAVerus Capital Partners, LLC independent RIARIA to RIAOct 22, 2025Oct 16, 2025
Elizabeth Ann StroupLifecourse Capital, Inc. independent RIAVerus Capital Partners, LLC independent RIARIA to RIAOct 22, 2025Oct 15, 2025
Teresa M. SimmonsNext Financial Group, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2025Oct 15, 2025 (97 d)
Angela Jill KnottVanguard Advisers, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2025Apr 7, 2025
Brian Eugene LeonardThrivent Investment Management Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2023Sep 27, 2023 (71 d)
Michelle Poe FulcherAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Mar 8, 2022 (95 d)
Donald Peter GaskellCapitol Securities Management, Inc. independent RIAVerus Capital Partners, LLC independent RIARIA to RIANov 16, 2021Feb 13, 2025 (1185 d)
Steven Russell DeangelisFsc Securities Corporation BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2021Oct 15, 2021
Amon Ainsley HolcombAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2021Aug 13, 2021
Caleb TsangAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2021Jul 6, 2021
Yueh-Hwa LeeAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2021Aug 3, 2021
Robert Samuel ObersteinAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 7, 2021Jan 31, 2025 (1334 d)
Donald Edward JonesAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2021Jun 7, 2021
Grant StarkeyAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2021Jun 1, 2021
David Lee DeffinbaughAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2021Jan 4, 2024 (955 d)
Hal Arthur BurnsAvantax Advisory Services BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2021Jun 3, 2021
Jason Benjamin DowSecurities America Advisors, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2021Sep 20, 2025 (1660 d)
Thomas Patrick CarrollSecurities America Advisors, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2021Feb 17, 2021
Phil McnultyPfg Advisors independent RIAVerus Capital Partners, LLC independent RIARIA to RIAJan 6, 2021Jan 11, 2021
George NshanyanPrimerica Advisors national BDVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 24, 2020Feb 3, 2023 (862 d)
Luis Emilio CabutoSecurities America Advisors, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2020Jan 1, 2025 (1825 d)
Eric R CortezWells Fargo Advisors wirehouseVerus Capital Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2019Sep 10, 2025 (2290 d)
Daniel Gardner ConversePrincipal Securities, Inc. BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 11, 2018Oct 4, 2018
Kristina K DahlWaddell & Reed BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2018Apr 24, 2018
James Alan WaltersOsaic Fa, Inc. otherVerus Capital Partners, LLC otherOtherDec 21, 2017Feb 16, 2018 (57 d)
Marie SeaburyKeeler Thomas Management LLC otherVerus Capital Partners, LLC otherOtherOct 5, 2017Oct 6, 2017
Raymond K BramerWells Fargo Advisors wirehouseVerus Capital Partners, LLC otherOtherJun 9, 2017Jul 28, 2017 (49 d)
Satenik NshanyanLPL Financial LLC otherVerus Capital Partners, LLC otherOtherMay 8, 2017May 23, 2017
Anush HaddadianLPL Financial LLC otherVerus Capital Partners, LLC otherOtherMay 2, 2017May 23, 2017
Amanda Mariea MorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVerus Capital Partners, LLC otherOtherApr 25, 2017Apr 19, 2017
Kevin Scott PhillipsJ. W. Cole Advisors, Inc. otherVerus Capital Partners, LLC otherOtherFeb 7, 2017Feb 6, 2017
Michael Anthony PhillipsJ. W. Cole Advisors, Inc. otherVerus Capital Partners, LLC otherOtherFeb 7, 2017Feb 9, 2017
Norris William DavisStonex Advisors Inc. otherVerus Capital Partners, LLC otherOtherJan 19, 2017Jan 13, 2017
William Peter ParrishStonex Advisors Inc. otherVerus Capital Partners, LLC otherOtherJan 19, 2017Jan 18, 2017
George NshanyanU.S. Bancorp Investments, Inc. otherVerus Capital Partners, LLC otherOtherJun 12, 2015Jun 12, 2015
Colleen Mary OshaughnessyMsi Financial Services, Inc. otherVerus Capital Partners, LLC otherOtherJan 5, 2015Jan 8, 2015
Karen Denise LongoLPL Financial LLC otherVerus Capital Partners, LLC otherOtherDec 4, 2014Dec 19, 2014
Wayne D GreenSecurities America Advisors, Inc. otherVerus Capital Partners, LLC otherOtherNov 5, 2014Nov 5, 2014
Kishore ShahSecurities America Advisors, Inc. otherVerus Capital Partners, LLC otherOtherOct 23, 2014Oct 23, 2014
Roger Sudhir DesaiSecurities America Advisors, Inc. otherVerus Capital Partners, LLC otherOtherJul 31, 2014Jul 31, 2014
Damon David GeorgeSecurities America Advisors, Inc. otherVerus Capital Partners, LLC otherOtherJul 31, 2014Jul 31, 2014
Carol Helen LarsonU.S. Bancorp Investments, Inc. otherVerus Capital Partners, LLC otherOtherJul 3, 2014Jul 24, 2014
Barry WaxlerIndependent Financial Group, LLC otherVerus Capital Partners, LLC otherOtherApr 30, 2014May 13, 2014
Erik Ryan WalkerSii Investments, Inc. otherVerus Capital Partners, LLC otherOtherApr 14, 2014Jun 19, 2014 (66 d)
Mark Edward TangNational Planning Corporation ("Npc Of America" In Fl & Ny) otherVerus Capital Partners, LLC otherOtherApr 1, 2014May 5, 2014 (34 d)
Phil McnultySecurities America Advisors, Inc. otherVerus Capital Partners, LLC otherOtherMar 25, 2014Mar 21, 2014
Hilary Suzanne Jones RojoWells Fargo Advisors wirehouseVerus Capital Partners, LLC otherOtherNov 4, 2013Nov 20, 2013
James A. RosebroughLPL Financial LLC otherVerus Capital Partners, LLC otherOtherSep 12, 2013Oct 23, 2013 (41 d)
Alexander Strachan HackleyPruco Securities, LLC otherVerus Capital Partners, LLC otherOtherApr 25, 2013Jan 2, 2014 (252 d)
Marty Kenneth BlockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVerus Capital Partners, LLC otherOtherApr 1, 2013Apr 10, 2013
Robyn L KreuerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVerus Capital Partners, LLC otherOtherFeb 11, 2013Mar 13, 2013
Frank Joseph StockEquitable Advisors, LLC national BDVerus Capital Partners, LLC otherOtherJan 9, 2012Jan 17, 2012
Pamela Diane MoreResearch Financial Strategies otherVerus Capital Partners, LLC otherOtherDec 12, 2011Aug 3, 2011
Christopher William OxenhamMML Investors Services, LLC otherVerus Capital Partners, LLC otherOtherNov 17, 2011Nov 15, 2011
Robert Ivar SandbergQa3 Financial LLC unclassifiedVerus Capital Partners, LLC otherOtherFeb 11, 2011Mar 7, 2011
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65 moves match.