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 Alphastar Capital Management
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 |
|---|---|---|---|---|---|
| Andrew Joshua Avery | Clearstead; Clearstead Advisory Solutions independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Aug 12, 2026 | Aug 7, 2026 |
| Ara Alexander Kachadourian | US Capital Global Wealth Management, LLC state registered | Alphastar Capital Management independent RIA | Other | Jul 22, 2026 | Sep 8, 2026 (48 d) |
| Nathan Tye Steely | Cetera Investment Advisers LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2026 | Sep 9, 2026 (50 d) |
| David Clifford Hall | The Institute independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jun 9, 2026 | Jun 2, 2026 |
| Alisha Wright | The Institute independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jun 9, 2026 | May 18, 2026 |
| Erica Hall | The Institute independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jun 9, 2026 | Jun 2, 2026 |
| Mark Gordon Huhta | Gradient Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Mar 5, 2026 | Mar 5, 2026 |
| Matt John Milosevich | Advisory Alpha, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Mar 4, 2026 | Mar 6, 2026 |
| Justin Lee Pierce | Oakwood Capital, Inc. independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jan 14, 2026 | Dec 23, 2025 |
| Austin Chandler Dixon | Empower Advisory Group, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 12, 2026 | Feb 9, 2026 |
| Phillip Thomas Bloyd | Ae Wealth Management, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Dec 4, 2025 |
| Christopher Douglas Risher | Ae Wealth Management, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Dec 8, 2025 |
| James Lincoln Wynn | Alight Financial Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Dec 22, 2025 | Jan 22, 2026 (31 d) |
| Eric Vaughn Craven | Brookstone Wealth Advisors, LLC no RAUM | Alphastar Capital Management independent RIA | Other | Dec 2, 2025 | Dec 2, 2025 |
| Jason Mark Weckel | Brookstone Wealth Advisors, LLC no RAUM | Alphastar Capital Management independent RIA | Other | Dec 2, 2025 | Dec 2, 2025 |
| Robert Kenneth Leatherwood | Brookstone Wealth Advisors, LLC no RAUM | Alphastar Capital Management independent RIA | Other | Dec 2, 2025 | Dec 2, 2025 |
| Zach Buettner | Creativeone Wealth, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Nov 24, 2025 | Nov 25, 2025 |
| Robin Stacey House | The Marshall Financial Group LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Nov 18, 2025 | Dec 4, 2025 |
| Lee W Northern | Trajan Wealth, L.L.C. independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 28, 2025 | Dec 15, 2025 (48 d) |
| Ronald Dereck Blair | Motiv8 Investments LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 23, 2025 | Oct 31, 2025 |
| Brian Paul Nauman | Planmember Securities Corporation independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 20, 2025 | Oct 17, 2025 |
| Lucas Graham Dengler | Planmember Securities Corporation independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 20, 2025 | Oct 17, 2025 |
| Bradley Nicholas Nauman | Planmember Securities Corporation independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 20, 2025 | Oct 17, 2025 |
| Brett Douglas Anderson | Planmember Securities Corporation independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 20, 2025 | Oct 17, 2025 |
| Dustin Robert Stanley | Prime Capital Financial mixed wealth | Alphastar Capital Management independent RIA | RIA to RIA | Oct 1, 2025 | Dec 18, 2025 (78 d) |
| Michael John Meilleur | Visionary Horizons, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Sep 8, 2025 | Sep 22, 2025 |
| Vincent Anthony Tizono | Ae Wealth Management, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2025 | Sep 2, 2025 |
| Penny Jean Young | MML Investors Services, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2025 | Sep 3, 2025 |
| Justin Douglas Champlain | Arcadia Wealth Management, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Aug 15, 2025 | Aug 7, 2025 |
| Michelle Lyn Holliday | Brookstone Capital Management LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Aug 15, 2025 | Oct 23, 2025 (69 d) |
| George Thomas Pate | Symmetry Partners independent RIA | Alphastar Capital Management other | Other | Jun 27, 2025 | Jul 1, 2017 |
| Christina Evenson | Gradient Wealth Management BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2025 | Jul 17, 2025 (42 d) |
| Brendan James Remus | Park Avenue Securities LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | Jul 24, 2025 (79 d) |
| Russell Grady Morris | LPL Financial LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2025 | Jan 21, 2026 (268 d) |
| Zachary Alexander Popovec | LPL Financial LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2025 | Mar 11, 2025 |
| Jason Hathcock | Wells Fargo Advisors wirehouse | Alphastar Capital Management independent RIA | Wirehouse to independent RIA | Mar 3, 2025 | May 1, 2025 (59 d) |
| Andrew James Gibson | Vanguard Advisers, Inc. BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2025 | Mar 31, 2025 (66 d) |
| Jeffrey Jozsef Tamas | Portfolio Medics, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jan 2, 2025 | Jun 2, 2023 |
| Corey J Cyr | Portfolio Medics, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Jan 2, 2025 | Jun 6, 2023 |
| Stewart Swinton Smith | Ae Wealth Management, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Dec 10, 2024 | Dec 9, 2024 |
| Joseph Mitchell Davies | Ae Wealth Management, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Dec 10, 2024 | Dec 10, 2024 |
| Trenton Kenneth Whalen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Alphastar Capital Management independent RIA | Wirehouse to independent RIA | Nov 26, 2024 | Mar 5, 2025 (99 d) |
| William Walker Ham | Bison Wealth, LLC mixed wealth | Alphastar Capital Management independent RIA | RIA to RIA | Nov 25, 2024 | Feb 13, 2025 (80 d) |
| John Francis Woodard | Prosperity Capital Advisors independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 31, 2024 | Jul 24, 2025 (266 d) |
| Christopher Anthony Faulk | Osaic Wealth, Inc. BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2024 | Nov 18, 2024 |
| Israel Chavez | Florida Financial Advisors, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2024 | Sep 1, 2026 (715 d) |
| Todd S Shipley | Yield Wealth Ltd. no RAUM | Alphastar Capital Management independent RIA | Other | Sep 5, 2024 | Sep 4, 2026 (729 d) |
| Nathan L Clark | Brookstone Wealth Advisors, LLC no RAUM | Alphastar Capital Management independent RIA | Other | Aug 23, 2024 | Aug 29, 2024 |
| Scott Matthew Sandell | Andorra Capital state registered | Alphastar Capital Management independent RIA | Other | Aug 16, 2024 | Aug 13, 2024 |
| Krista Piazza | Worcester County Fiduciary Advisors Inc other | Alphastar Capital Management independent RIA | Other | Jun 12, 2024 | May 11, 2026 (698 d) |
| Boyd Barnhardt | Northwestern Mutual Investment Services,LLC no RAUM | Alphastar Capital Management independent RIA | Other | May 29, 2024 | Jul 30, 2024 (62 d) |
| Cynthia Rose Stewart | Wpg Advisory Group, LLC state registered | Alphastar Capital Management independent RIA | Other | May 6, 2024 | Apr 17, 2024 |
| Jonathan Blake Burklund | Centennial Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Apr 16, 2024 | May 29, 2024 (43 d) |
| Nicholas John Lavella | Vanguard Advisers, Inc. BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2024 | Feb 29, 2024 |
| Friend Michael Williams | Centennial Advisors, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Feb 20, 2024 | Feb 23, 2024 |
| Larry Allen Hyde | Aptus Wealth Management, LLC unclassified | Alphastar Capital Management independent RIA | Other | Jan 10, 2024 | Jan 29, 2024 |
| Dexter Allan Mccormick | Tlg Advisors, Inc. BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2023 | Dec 1, 2023 |
| Jake Kreppel | J.P. Morgan Securities LLC wirehouse | Alphastar Capital Management independent RIA | Wirehouse to independent RIA | Nov 16, 2023 | Sep 3, 2024 (292 d) |
| Patrick Alexander Muldowney | Florida Financial Advisors, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Jun 20, 2024 (258 d) |
| Brooks Eugene Stahlnecker | Assuredpartners Investment Advisors independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Sep 20, 2023 | Apr 3, 2023 |
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204 moves match.