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 Capital Analysts
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 |
|---|---|---|---|---|---|
| Patrick Joseph Reilley | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 27, 2026 | Apr 15, 2015 |
| Douglas Richard Evernham | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Jun 4, 2012 |
| Robert William Shaw | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Jun 4, 2012 |
| Stephanie Louise Shaw | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Dec 12, 2012 |
| Dylan Ray Ramos | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Oct 31, 2023 |
| Jake R Digregorio | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Oct 31, 2023 |
| Noah Douglas | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2026 | Apr 21, 2023 |
| Kevin Meredith Hemphill | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2026 | Jul 5, 2023 |
| Periklis Kotsiopoulos | Lincoln Investment independent RIA | Capital Analysts other | Other | May 28, 2026 | Jan 8, 2014 |
| Julia Anne Soranno | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2026 | Apr 23, 2021 |
| Robert J Hetherington | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Apr 22, 2026 | Feb 8, 2023 |
| Lea Anne Smith Creekmore | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2026 | Nov 27, 2023 |
| Wesley Edward Labelle | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2026 | Feb 15, 2019 |
| Matthew Edward Herman | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 14, 2019 |
| Shawn Grant | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 12, 2021 |
| Joshua Mark Knights | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 5, 2022 |
| Tyler Kretschmar | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 4, 2024 |
| Sarah Elizabeth Scattergood | Lincoln Investment independent RIA | Capital Analysts other | Other | Feb 13, 2026 | Mar 3, 2015 |
| Kenneth Wilson Hawkins | Lincoln Investment independent RIA | Capital Analysts other | Other | Feb 10, 2026 | Dec 5, 2012 |
| Noah Behrend | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2026 | Oct 5, 2022 |
| Brent William Soller | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2026 | Feb 23, 2024 |
| Jody Charles Detillier | Lincoln Investment independent RIA | Capital Analysts other | Other | Jan 27, 2026 | Oct 17, 2014 |
| Lori Detillier Taylor | Lincoln Investment independent RIA | Capital Analysts other | Other | Jan 27, 2026 | Jul 30, 2015 |
| Ruston G Matherne | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2026 | Apr 19, 2018 |
| Gavin Detillier | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2026 | Feb 1, 2023 |
| Christopher Haas | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | May 26, 2022 |
| Marlene Ann Burns | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Jul 31, 2024 |
| L Ray Burns | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Jul 26, 2024 |
| Jacquelyn Cook | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Sep 14, 2024 |
| Amy T Godfrey | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | May 11, 2023 |
| Jason Allen Knox | Lincoln Investment independent RIA | Capital Analysts other | Other | Dec 9, 2025 | Aug 7, 2015 |
| Austin Dulaney Schutz | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Oct 17, 2023 |
| John Anderson Larson | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2025 | Jan 5, 2024 |
| Lisa Tursi | Lincoln Investment independent RIA | Capital Analysts other | Other | Oct 10, 2025 | Mar 9, 2015 |
| Gregory Michael Nelson | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2025 | Jan 20, 2021 |
| Sisse Sy Ferguson-Torok | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2025 | Jun 14, 2022 |
| Kendra Leeann Riconosciuto | Lincoln Investment independent RIA | Capital Analysts other | Other | Sep 8, 2025 | Feb 16, 2018 |
| Matthew Lane Puckett Underwood | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2025 | Mar 2, 2022 |
| William Leo Bush | Lincoln Investment independent RIA | Capital Analysts other | Other | Sep 3, 2025 | Jun 5, 2012 |
| Michael J Sobitz | Lincoln Investment independent RIA | Capital Analysts other | Other | Sep 3, 2025 | Jun 5, 2012 |
| Joshua Michael Sobitz | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2025 | Mar 10, 2022 |
| Colton Green | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2025 | Apr 1, 2024 |
| Kathleen Rouse Shepherd | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2025 | Sep 6, 2023 |
| Scott Jeffrey Strum | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 7, 2025 | Apr 29, 2014 |
| Akiko T Strum | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Aug 7, 2025 | Feb 13, 2019 |
| Justin Thomas De Luca | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 6, 2025 | Dec 23, 2016 |
| Kenneth Wayne Gutshall | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 5, 2025 | Feb 17, 2016 |
| Betsy J Guffey | Lincoln Investment independent RIA | Capital Analysts other | Other | Jul 30, 2025 | Nov 15, 2016 |
| Kevin Sean Gallagher | Lincoln Investment independent RIA | Capital Analysts other | Other | Jun 23, 2025 | Oct 21, 2014 |
| Brandon Lee Hsia | Lincoln Investment independent RIA | Capital Analysts other | Other | Jun 23, 2025 | Nov 21, 2017 |
| James Matthew Horris | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2025 | Jun 13, 2022 |
| David Sutton | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | Aug 11, 2023 |
| Kelly Anne Larkin | Lincoln Investment independent RIA | Capital Analysts other | Other | May 27, 2025 | Aug 4, 2015 |
| Daniel Richard Safranek | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2025 | May 13, 2021 |
| Richard Allen Gutshall | Lincoln Investment independent RIA | Capital Analysts other | Other | May 1, 2025 | May 8, 2015 |
| Matthew Brian Safranek | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2025 | Apr 26, 2023 |
| David Geschke | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | Apr 16, 2024 |
| Robert James Schup | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2025 | Jan 2, 2024 |
| Benjamin B Welch | Lincoln Investment independent RIA | Capital Analysts other | Other | Apr 1, 2025 | Jun 27, 2014 |
| Maurice Jerome Nollette | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2025 | Jan 10, 2020 |
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401 moves match.