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 Balentine
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 |
|---|---|---|---|---|---|
| Kevin Lee Murdock | Osaic Wealth, Inc. BD affiliated | Balentine independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2026 | Sep 8, 2026 |
| Melissa Wetsig Phillippi | Commonwealth Financial Network national BD | Balentine independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Aug 14, 2026 (37 d) |
| Lucas E. Roberson | Captrust institutional | Balentine independent RIA | Other | Oct 24, 2025 | Mar 15, 2026 (142 d) |
| William B. Thacker | J.P. Morgan Securities LLC wirehouse | Balentine independent RIA | Wirehouse to independent RIA | May 18, 2025 | Jun 25, 2025 (38 d) |
| Rebecca Elizabeth Stone | Morgan Stanley wirehouse | Balentine independent RIA | Wirehouse to independent RIA | Nov 26, 2024 | Feb 24, 2025 (90 d) |
| Caroline Caldwell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Balentine independent RIA | Wirehouse to independent RIA | Oct 1, 2024 | Mar 3, 2025 (153 d) |
| Kurt Franklin Lofters | Southeastern Advisory Services Inc no RAUM | Balentine independent RIA | Other | Jul 1, 2024 | Mar 3, 2025 (245 d) |
| Juwon B. Hill | Ensemble Capital Management, LLC independent RIA | Balentine independent RIA | RIA to RIA | Feb 9, 2023 | Mar 3, 2025 (753 d) |
| Rushil Kheraj | Truist Advisory Services, Inc. BD affiliated | Balentine independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2023 | Apr 1, 2025 (798 d) |
| Jennifer Scott Friberg | Blackrock Financial Management, Inc other | Balentine independent RIA | Other | May 12, 2022 | Apr 1, 2025 (1055 d) |
| Margaret F Sims | Truist Advisory Services, Inc. BD affiliated | Balentine independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2021 | Apr 22, 2024 (1015 d) |
| Clifton Lee Dortch | Wells Fargo Advisors wirehouse | Balentine independent RIA | Wirehouse to independent RIA | May 5, 2021 | Aug 8, 2025 (1556 d) |
| Michael Eugene Pearson | Bb&T Securities, LLC BD affiliated | Balentine independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2021 | Jan 19, 2024 (1066 d) |
| Michael Brandon Binnicker | J.P. Morgan Securities LLC wirehouse | Balentine independent RIA | Wirehouse to independent RIA | Dec 6, 2016 | Apr 5, 2024 (2677 d) |
| Michael Robinson Ragsdale | Franklin Street Advisors Inc. other | Balentine independent RIA | Other | Mar 16, 2011 | Apr 9, 2024 (4773 d) |
| Paul Matthew Damm | Wilmington Trust Investment Management other | Balentine other | Other | Jan 4, 2008 | Jan 7, 2011 (1099 d) |
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16 moves match.