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 Two West Capital Advisors 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
Lukas Jay Morris49 Financial independent RIATwo West Capital Advisors LLC institutionalOtherNov 4, 2025Nov 6, 2025
Benton KieslingMML Investors Services, LLC BD affiliatedTwo West Capital Advisors LLC institutionalOtherOct 31, 2025Nov 6, 2025
James M MooreAffinity Financial Advisors independent RIATwo West Capital Advisors LLC institutionalOtherAug 15, 2023Nov 7, 2019
Scott Austin EggersPrime Capital Financial mixed wealthTwo West Capital Advisors LLC institutionalOtherOct 4, 2022Oct 26, 2022
Stephanie Marie SmithCopper Financial independent RIATwo West Capital Advisors LLC institutionalOtherSep 26, 2022Sep 29, 2022
Amber KanzenbachMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTwo West Capital Advisors LLC institutionalOtherMay 6, 2022May 26, 2022
Michael FoyCopper Financial independent RIATwo West Capital Advisors LLC institutionalOtherOct 1, 2021Oct 12, 2021
Gregory David StewartStewart Advisory Services, Inc. unclassifiedTwo West Capital Advisors LLC institutionalOtherNov 3, 2020Jul 28, 2020
Timothy D JansenWaddell & Reed BD affiliatedTwo West Capital Advisors LLC institutionalOtherFeb 3, 2020Feb 6, 2020
Bryan D MontemurroValic Financial Advisors, Inc. BD affiliatedTwo West Capital Advisors LLC institutionalOtherNov 27, 2019Jun 11, 2020 (197 d)
Scott Robert WesleyMariner independent RIATwo West Capital Advisors LLC institutionalOtherDec 13, 2018Dec 19, 2018
Shaymond Alan JanesMrm Group otherTwo West Capital Advisors LLC otherOtherMay 10, 2018Jan 21, 2018
Drew Ryan WaldronMariner Wealth Advisors otherTwo West Capital Advisors LLC institutionalOtherMar 31, 2018Dec 18, 2018 (262 d)
Laura Clark RogersUmb Financial Services, Inc. no RAUMTwo West Capital Advisors LLC otherOtherJul 15, 2015Dec 8, 2015 (146 d)
John Vernon CushenberyCush Capital Management, LLC unclassifiedTwo West Capital Advisors LLC otherOtherMar 18, 2015Jul 10, 2014
Michael Timothy CurranCush Capital Management, LLC unclassifiedTwo West Capital Advisors LLC otherOtherMar 18, 2015Jan 30, 2015
Ronald Earl WoelkAmeritas Advisory Services otherTwo West Capital Advisors LLC otherOtherMay 31, 2012May 23, 2012
Ryan Kent RinkLawing Financial Inc otherTwo West Capital Advisors LLC otherOtherAug 24, 2010Sep 3, 2010
Marko Damian UngashickLawing Financial Inc otherTwo West Capital Advisors LLC otherOtherAug 24, 2010Aug 20, 2010
Paul Elliot CohenLawing Financial Inc otherTwo West Capital Advisors LLC otherOtherMar 11, 2008Aug 26, 2014 (2359 d)
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20 moves match.