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 Tvamp, 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
Thomas Lincoln CookRetire To Tellico unclassifiedTvamp, LLC independent RIAOtherApr 30, 2026Mar 25, 2026
Ryan Craig HoppieStrategic Advisers LLC national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2026Mar 17, 2026
Tyler Michael SeymourThe Nalls Sherbakoff Group, LLC independent RIATvamp, LLC independent RIARIA to RIAJul 17, 2025Aug 28, 2025 (42 d)
Benjamin John GleneckFirst Horizon Advisors, Inc mixed wealthTvamp, LLC independent RIARIA to RIAMar 31, 2025Oct 29, 2025 (212 d)
Perry Lamar ChesneyHc Advisors LLC independent RIATvamp, LLC independent RIARIA to RIAJul 1, 2024May 20, 2024
Joshua Ison StidhamCharles Schwab & Co., Inc. national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2024Apr 10, 2024
Amanda Elizabeth WilsonMorgan Stanley wirehouseTvamp, LLC independent RIAWirehouse to independent RIADec 20, 2023Mar 17, 2025 (453 d)
Katie Elizabeth SlateWoodbury Financial Services, Inc. BD affiliatedTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2023Dec 12, 2023
Richard Dwain GardnerEdward Jones national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2023May 30, 2023
James Joseph WilliamsThrivent Investment Management Inc. BD affiliatedTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2023Feb 6, 2023
Thomas YoungEdward Jones national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2021Dec 10, 2021
Kristi D HillU.S. Bancorp Investments, Inc. BD affiliatedTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2021Nov 24, 2021
Shane Allen CaldwellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTvamp, LLC independent RIAWirehouse to independent RIAAug 10, 2021Apr 20, 2023 (618 d)
Melissa Marie MijaresEdward Jones national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2021Apr 25, 2022 (259 d)
William Andrew CochranRaymond James & Associates, Inc. national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2020Mar 17, 2020
Jill Melissa BertkeWealthcare Advisory Partners LLC independent RIATvamp, LLC independent RIARIA to RIAOct 10, 2019Oct 11, 2019
Joshua David KlingerRaymond James & Associates, Inc. national BDTvamp, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2019Apr 9, 2019
Clint Anthony FosterEdward Jones national BDTvamp, LLC otherOtherOct 17, 2017Oct 18, 2017
James Matthew MunseyEquitable Advisors, LLC national BDTvamp, LLC otherOtherDec 21, 2016Dec 19, 2016
Christopher Grant BalesMorgan Stanley wirehouseTvamp, LLC otherOtherAug 31, 2016Aug 16, 2016
Eric S FitzgeraldWealth Management Corporation otherTvamp, LLC otherOtherJun 24, 2016Sep 8, 2016 (76 d)
Nicholas Moor WeissfeldLPL Financial LLC otherTvamp, LLC otherOtherJan 28, 2016Aug 28, 2012
Robert Allen EddinsFirst Tennessee Advisory Services, Inc. otherTvamp, LLC otherOtherOct 10, 2013Dec 19, 2016 (1166 d)
Michael Griffin ConatyFirst Tennessee Advisory Services, Inc. otherTvamp, LLC otherOtherOct 10, 2013Nov 9, 2016 (1126 d)
Kelli Lyn PalmerU.S. Bancorp Investments, Inc. otherTvamp, LLC independent RIAOtherJul 21, 2008Jul 1, 2026 (6554 d)
Charles Jeffrey SweatEdward Jones national BDTvamp, LLC otherOtherDec 6, 2006Jul 17, 2012 (2050 d)
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26 moves match.