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 Davenport & Company 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 |
|---|---|---|---|---|---|
| Ethan Paul Stevenson | First Citizens Investor Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | May 4, 2026 |
| Robert Cleveland Grizzard | Osaic Wealth, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Mar 3, 2026 |
| Emily Elizabeth Fiscella | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 5, 2026 |
| Carter Mathis | Strategic Advisers LLC national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2025 | Aug 4, 2025 |
| Aniyah Payne | J.P. Morgan Securities LLC wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2025 | Sep 8, 2025 (34 d) |
| Nikolas Cory Pry | Raymond James Financial Services Advisors, Inc BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2025 | May 8, 2025 |
| Kristina Adelaide Palangi | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2025 | Feb 26, 2025 |
| Elizabeth Kimberly Nye | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2025 | Jan 17, 2025 |
| William Frederick Sowers | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2025 | Jan 17, 2025 |
| Jacqueline Shipplett Avery | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Nov 6, 2024 |
| Henry Roller Shipplett | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Nov 6, 2024 |
| Donald Ray Benner | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2024 | Oct 8, 2024 |
| Mary Brooke Pritt | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2024 | Oct 8, 2024 |
| Brian T. Mathis | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2024 | Apr 24, 2024 |
| Lily Virginia Silva | LPL Financial LLC BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2024 | Mar 26, 2024 |
| Kirsten Ehrich | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 7, 2024 | Feb 1, 2024 |
| Christopher Larocca | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Dec 18, 2023 (69 d) |
| Thomas Bradley Graham | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Jul 25, 2023 |
| Kyle Garrett King | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Jul 25, 2023 |
| Sean Michael Philpott | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2023 | May 9, 2023 |
| Samuel Robert Dittmar | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 1, 2023 | Mar 6, 2023 |
| Ann Margaret Boyd | Tlg Advisors, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2023 | Jan 9, 2023 |
| Michael William Devon | Fidelity Personal And Workplace Advisors BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Aug 11, 2022 |
| Alison Sanders Crowder | Barrett Capital Management,LLC other | Davenport & Company LLC BD affiliated | Other | Jun 1, 2022 | Jun 8, 2022 |
| Cameron Shah | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2022 | May 11, 2022 |
| Justin Gregory Charnock | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 2, 2022 | May 11, 2022 |
| Brian Randall O'Neal | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2022 | Mar 28, 2022 |
| Eric Edward Eversole | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 21, 2022 | Jan 19, 2022 |
| Joseph Lee Keiger | Hefren-Tillotson, Inc. independent RIA | Davenport & Company LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 7, 2022 | Jan 19, 2022 |
| Natallia Vladimirovna Batsukova | Cetera Advisor Networks LLC BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2021 | Dec 8, 2021 |
| Peter Lawrence Reuss | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2021 | Oct 13, 2021 |
| Edward Michael Bohnslav | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2021 | Oct 5, 2021 |
| Raymond Eugene Gay | Fiduciary Wealth Management, LLC mixed wealth | Davenport & Company LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2021 | Sep 27, 2021 |
| Renita Yoon | Ameriprise Financial Services, LLC national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2021 | Sep 27, 2021 |
| Kenneth Andrew Sessoms | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2021 | Aug 26, 2021 |
| Christian Ryan Theurer | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2021 | Aug 26, 2021 |
| Steven Russell Freeman | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2021 | Aug 3, 2021 |
| Barclay Porter Freeman | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2021 | Aug 3, 2021 |
| Ehan O'Donnell Keator | Raymond James Financial Services Advisors, Inc BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2021 | Aug 10, 2021 |
| Janet Weinstein Mercadante | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2021 | Jul 20, 2021 |
| Benjamin Wayne Riggan | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2021 | Jul 20, 2021 |
| Sarah Ritchie Fowler | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2021 | Jul 9, 2021 |
| Edward George Kaufman | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2021 | Jun 24, 2021 |
| Abram R Halterman | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2021 | Jun 4, 2021 |
| Kelley Tyger | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2021 | Jun 23, 2021 (50 d) |
| Frederick Gordon Fram | Cetera Advisor Networks LLC BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2021 | Mar 15, 2021 |
| William Isaac Davis | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2020 | Oct 20, 2020 |
| Olivia Nichole Kennedy | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 27, 2020 | Oct 20, 2020 |
| Thomas Norwood Anderson | Oppenheimer & Co. Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2019 | Oct 24, 2019 |
| Ashton Alexander Love | Morgan Stanley wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2019 | Sep 30, 2019 |
| Laurel Godfrey Johnson | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 6, 2019 | Aug 2, 2019 |
| Stefanie Cecile Boykin | Money Concepts Advisory Service BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2019 | Jun 14, 2019 |
| William Izard Valentine | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2019 | May 21, 2019 |
| Stewart Everett Emenheiser | Edward Jones national BD | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2019 | Apr 12, 2019 |
| Jon Taylor Mcelhaney | Wells Fargo Advisors wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 27, 2019 | Apr 1, 2019 |
| Thomas Rutherfoord Ferguson | Caprin Asset Management, LLC independent RIA | Davenport & Company LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2019 | Feb 4, 2019 |
| Douglas William Stopkey | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Davenport & Company LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 18, 2018 | Sep 17, 2018 |
| Stephen Thomas Abbott | Truist Advisory Services, Inc. BD affiliated | Davenport & Company LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2018 | Jul 16, 2018 |
| Thomas Ray Gee | Wells Fargo Advisors wirehouse | Davenport & Company LLC other | Other | Oct 26, 2017 | Oct 25, 2017 |
| Steven Scott Martin | Wells Fargo Advisors wirehouse | Davenport & Company LLC other | Other | Oct 26, 2017 | Oct 25, 2017 |
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154 moves match.