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 Campbell Wealth 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
Andrew James AtarasVeridian Capital Partners independent RIACampbell Wealth Management, Inc. independent RIARIA to RIAMar 4, 2024Jun 4, 2024 (92 d)
Brian StewartCharles Schwab & Co., Inc. national BDCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Jun 3, 2024 (146 d)
Nathaniel David RobinsonCg Advisory Services independent RIACampbell Wealth Management, Inc. independent RIARIA to RIANov 15, 2023Mar 7, 2023
Ian Thomas PrymakFidelity Personal And Workplace Advisors BD affiliatedCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2023Feb 15, 2023
Frances FangWolf Group Capital Advisors independent RIACampbell Wealth Management, Inc. independent RIARIA to RIASep 7, 2022Sep 21, 2022
Mani Dwight GrantCaptrust institutionalCampbell Wealth Management, Inc. independent RIAOtherMay 18, 2021May 18, 2021
Jordan David DaughertyH. Beck, Inc. BD affiliatedCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2021Apr 6, 2021
Rick Anthony BaraySchwab Wealth Advisory, Inc. no RAUMCampbell Wealth Management, Inc. independent RIAOtherApr 14, 2020Apr 14, 2020
Melanie KahrsFidelity Personal And Workplace Advisors BD affiliatedCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2019Dec 12, 2019
Katherine Heather HornerWells Fargo Advisors wirehouseCampbell Wealth Management, Inc. independent RIAWirehouse to independent RIAOct 21, 2019Mar 4, 2020 (135 d)
Meghan LuskSbsb Financial Advisors independent RIACampbell Wealth Management, Inc. independent RIARIA to RIAFeb 8, 2019Mar 21, 2019 (41 d)
Nathan Wade TonsagerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCampbell Wealth Management, Inc. independent RIAWirehouse to independent RIAApr 27, 2018Jul 24, 2018 (88 d)
Jacob RawlingsCapital One Advisors, LLC BD affiliatedCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2018Jul 24, 2018 (92 d)
Melissa A GeracimosLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherApr 4, 2016Apr 7, 2016
James Alexander SmithRBC Capital Markets, LLC national BDCampbell Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2015Mar 21, 2019 (1288 d)
Tyler J FrechMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCampbell Wealth Management, Inc. otherOtherJul 7, 2015Aug 24, 2015 (48 d)
Evan T BeachMcadam LLC otherCampbell Wealth Management, Inc. otherOtherJun 11, 2015Jun 11, 2015
Nathan Angel Forristal-GarciaLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherSep 26, 2014Mar 10, 2014
Mark Thomas WagnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCampbell Wealth Management, Inc. otherOtherOct 23, 2013Feb 8, 2017 (1204 d)
Cornelia Ruth MallariFreed Advisors otherCampbell Wealth Management, Inc. otherOtherSep 11, 2012Oct 17, 2012 (36 d)
Richard Lee ClementStrategic Wealth Partners, LLC state registeredCampbell Wealth Management, Inc. otherOtherMay 14, 2012May 17, 2012
Christopher John WestermanLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherSep 7, 2011May 9, 2012 (245 d)
Marie Joy Estanislao LomibaoSuntrust Investment Services, Inc. otherCampbell Wealth Management, Inc. otherOtherMay 2, 2011Oct 9, 2012 (526 d)
Tristan William HawkinsLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherDec 6, 2010Dec 6, 2010
Joshua Wright GouldingPark Avenue Securities LLC otherCampbell Wealth Management, Inc. otherOtherAug 5, 2010Oct 12, 2010 (68 d)
Kelly Peter CampbellLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherApr 26, 2010Apr 23, 2010
Jeffrey Michael ScisciloLPL Financial LLC otherCampbell Wealth Management, Inc. otherOtherMar 10, 2010Mar 11, 2010
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27 moves match.