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 Alexander Capital Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tadd Merrill Killpack | International Assets Investment Management, LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Aug 25, 2026 |
| William Ippolito | MML Investors Services, LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Feb 24, 2026 |
| Kevin Heinz Kulins | State Farm Investment Management Corp. asset manager | Alexander Capital Wealth Management LLC independent RIA | Other | Jan 23, 2026 | Jan 29, 2026 |
| William Russell Lloyd | Spire Wealth Management, LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jan 20, 2026 |
| Gene V Panasenko | Moloney Securities Asset Management LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 11, 2026 (100 d) |
| Jobani Sanabria | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Alexander Capital Wealth Management LLC independent RIA | Wirehouse to independent RIA | Sep 18, 2025 | Aug 22, 2025 |
| Clemente Palacios | Edward Jones national BD | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2025 | Jul 18, 2025 |
| Alec J. Seccafico | J.P. Morgan Securities LLC wirehouse | Alexander Capital Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jan 3, 2025 | Jul 15, 2025 (193 d) |
| Wesley Heinrichs | Ifg Advisory, LLC independent RIA | Alexander Capital Wealth Management LLC independent RIA | RIA to RIA | Jun 13, 2024 | Jun 10, 2024 |
| Amy Nuttall Zwaan | LPL Financial LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2024 | Oct 25, 2024 (149 d) |
| Niccole Marie Palacios | Edward Jones national BD | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2024 | Mar 26, 2024 |
| William Lawrence Curry | Blackridge Asset Management, LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 13, 2023 | Sep 13, 2023 |
| Steven Anthony Bencivenga | Laidlaw Wealth Management LLC independent RIA | Alexander Capital Wealth Management LLC independent RIA | RIA to RIA | Jul 27, 2023 | Jul 21, 2023 |
| James F Boyle | Cetera Advisors LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2023 | Jan 2, 2026 (911 d) |
| James Allen Mayes | Western International Securities BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2023 | Jan 16, 2025 (595 d) |
| Ara Alexander Kachadourian | World Equity Group, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2023 | May 17, 2023 |
| Sean Michael Murphy | Axcess Global Investments LLC unclassified | Alexander Capital Wealth Management LLC independent RIA | Other | Dec 31, 2022 | Jan 13, 2025 (744 d) |
| Jesus Quezada | Crown Capital Securities, L.P. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2022 | Jan 1, 2025 (732 d) |
| Vito Antonio Francone | Crown Capital Securities, L.P. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2022 | Oct 31, 2022 |
| Jeffrey John Cathersal | Arbor Point Advisors BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2022 | May 25, 2022 |
| Gina Marie Portelles | Ic Advisory Services, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2021 | Jan 1, 2025 (1302 d) |
| Scott Arthur Morris | International Assets Investment Management, LLC BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2021 | Mar 19, 2021 |
| Robert Lloyd Omohundro | Centaurus Financial, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2020 | May 7, 2020 |
| Michael William Eldredge | Centaurus Financial, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2020 | May 11, 2020 |
| Jeremiah Beguesse | Centaurus Financial, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2020 | May 11, 2020 |
| Jeremy Landon Presley | Centaurus Financial, Inc. BD affiliated | Alexander Capital Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2020 | May 27, 2020 |
| Stephen William Guercio | Clark Dodge Asset Management, LLC no RAUM | Alexander Capital Wealth Management LLC independent RIA | Other | Jan 3, 2019 | Mar 20, 2023 (1537 d) |
| Stephen William Guercio | Clark Dodge Asset Management, LLC other | Alexander Capital Wealth Management LLC independent RIA | Other | Dec 31, 2017 | Aug 25, 2017 |
| Edward Nelson Portelles | Planmember Securities Corporation other | Alexander Capital Wealth Management LLC independent RIA | Other | May 5, 2017 | Sep 17, 2018 (500 d) |
| Anthony Powell Brasuell | Edi Investment Advisor Corporation unclassified | Alexander Capital Wealth Management LLC independent RIA | Other | Dec 31, 2016 | Feb 28, 2017 (59 d) |
| Philip William Winters | Morgan Stanley wirehouse | Alexander Capital Wealth Management LLC independent RIA | Wirehouse to independent RIA | Dec 31, 2011 | Jul 11, 2021 (3480 d) |
| John Deforrest Williamson | Tahoma Investment Advisors, LLC unclassified | Alexander Capital Wealth Management LLC independent RIA | Other | Jun 28, 2011 | Sep 18, 2017 (2274 d) |
| Joseph Anthony Amato | Gunnallen Financial, Inc unclassified | Alexander Capital Wealth Management LLC independent RIA | Other | Apr 10, 2008 | Apr 18, 2021 (4756 d) |
| Michael Braccia | Gunnallen Financial, Inc unclassified | Alexander Capital Wealth Management LLC independent RIA | Other | Mar 14, 2008 | May 15, 2021 (4810 d) |
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34 moves match.