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 Virtue Capital 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.

AdvisorFromToTypeLeftRegistered
Andrew G CavasinoFoundations Investment Advisors LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 13, 2026Aug 12, 2026
Michael Waldorf PuckZega Investments, LLC mixed wealthVirtue Capital Management, LLC independent RIARIA to RIAJul 24, 2026Jul 14, 2026
Troy James HinesSimplicity Wealth mixed wealthVirtue Capital Management, LLC independent RIARIA to RIAJul 20, 2026Aug 11, 2026
David Ming-Yen YehWealthy Doctor Institute LLC unclassifiedVirtue Capital Management, LLC independent RIAOtherJul 14, 2026Jun 11, 2026
Glenn W. MossellerHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 30, 2026Jul 1, 2026
James Paul BallSimplicity Wealth mixed wealthVirtue Capital Management, LLC independent RIARIA to RIAFeb 3, 2026Feb 12, 2026
Jeffrey Alan HeybrockCoppell Advisory Solutions LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 14, 2026Jan 16, 2026
Richard Edward OberucFirst National Advisors LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 31, 2025Jan 8, 2026
Philip Gabriel NehroFirst National Advisors LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Richard NevinsBrookstone Wealth Advisors, LLC no RAUMVirtue Capital Management, LLC independent RIAOtherDec 16, 2025Dec 15, 2025
Nancy Lee BartolameolliBrookstone Wealth Advisors, LLC no RAUMVirtue Capital Management, LLC independent RIAOtherJun 26, 2025Jul 1, 2025
Laura Helen StoverOptivise Advisory Services LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 4, 2024Dec 4, 2024
Christopher John GelfusoAvantax Advisory Services BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2024Oct 16, 2024
Dean Edward StatlerBrookstone Capital Management LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 8, 2024Aug 9, 2024
Enrico A TolsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtue Capital Management, LLC independent RIAWirehouse to independent RIAApr 29, 2024Apr 15, 2026 (716 d)
Michael Alexander WatkinsRedwood Private Wealth independent RIAVirtue Capital Management, LLC independent RIARIA to RIAFeb 7, 2024Jan 24, 2024
Timothy Jay BeemanRedwood Private Wealth independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 1, 2023Dec 4, 2023
Michael Thomas PrendergastHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 28, 2023Jan 7, 2025 (467 d)
Jess Wayne HintonIp Financial Advisory Services LLC BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2023Aug 7, 2023
Aristotle Lyon McdonaldUnited Advisors America independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 6, 2023Apr 17, 2024 (316 d)
Henry Lee ParrottEstate & Financial Strategies, Inc. unclassifiedVirtue Capital Management, LLC independent RIAOtherApr 30, 2023Feb 22, 2023
Christian Paul Von AllmenIndependent Advisor Alliance, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMar 1, 2023Jun 13, 2024 (470 d)
George H ClougherOneamerica Securities, Inc. BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2022Dec 6, 2022
Fredric William MillerHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 7, 2022Oct 3, 2022
Tyler Jefferson BrownWells Fargo Advisors wirehouseVirtue Capital Management, LLC independent RIAWirehouse to independent RIAApr 13, 2022Mar 27, 2026 (1444 d)
Stephen Paul BeckerBecker Wealth Management, LLC unclassifiedVirtue Capital Management, LLC independent RIAOtherJan 1, 2022Jun 25, 2019
Stephen Allen VranekTransamerica Financial Advisors, LLC BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2021Jan 14, 2022
Aaron Daniel HallThe Pacific Financial Group, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 21, 2021Mar 15, 2022 (267 d)
Jamilah MccluneyBelpointe Asset Management LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 22, 2021Apr 12, 2021
John Solyman20/20 Capital Management, Inc independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMar 1, 2021Feb 25, 2021
Gerald Joseph RobillardCutter Financial Group LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 11, 2021Dec 15, 2020
Erik Eriberto JohnsonPrimerica Advisors national BDVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Jan 7, 2021
Ian Reid MaxwellBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIANov 18, 2020Nov 13, 2020
Robert Edward KingHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 5, 2020Oct 2, 2020
Patrick Michael MuellerBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 16, 2020Sep 24, 2020
Brian Jay BewleyBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIASep 3, 2020Sep 30, 2020
John Michael KeeleyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 27, 2020Aug 27, 2020
James Dennis UnderwoodRoyal Fund Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 2, 2020Oct 20, 2020 (110 d)
Steven Mark CervantesK Street Capital Partners unclassifiedVirtue Capital Management, LLC independent RIAOtherJun 10, 2020Jan 12, 2021 (216 d)
Harvey I SpiraB. Riley Wealth Advisors, Inc. BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2020Jun 1, 2020
Brooke Ashley HuckertLifestyle Asset Management, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 5, 2020Apr 1, 2020
Matthew Datis-O'Neal KennedyFirst Heartland Consultants, Inc. BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2020Apr 2, 2020
Hugh Don StallworthBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
Shannon Craton StallworthBrookstone Wealth Advisors, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
George KuruvillaCenter Street Advisors, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 23, 2020Jun 15, 2020 (144 d)
Yuerg Theodor EichmannHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 22, 2020Jan 29, 2020
Jeremy Nathan PizzolatoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJan 9, 2020Jan 15, 2020
Mark David KinneyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 2, 2019Dec 24, 2019
Joseph James PuetzPruco Securities, LLC BD affiliatedVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Nov 7, 2019
Lori Ann DayHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAOct 3, 2019Sep 30, 2019
Erik Louis LucksteadWealth Lock Financial Services, Inc. unclassifiedVirtue Capital Management, LLC independent RIAOtherSep 30, 2019Sep 30, 2019
Blair Israel AaronsonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 23, 2019Aug 22, 2019
Timothy Warren PetersonHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 23, 2019Aug 28, 2019
Spenser Thomas VagoHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 14, 2019Jul 15, 2020 (336 d)
Andrew Phillip BlakleyHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAAug 2, 2019Sep 2, 2019 (31 d)
Eric Dean BrumaginSpecialized Advisors independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 30, 2019Aug 5, 2019
Thomas Mclellan DavisHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 29, 2019Jul 29, 2019
Michael L WursterHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 25, 2019Jul 23, 2019
Adam Joseph ThielenLPL Financial LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 24, 2019Mar 11, 2020 (231 d)
Larry Richard JonesHorter Investment Management, LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJul 23, 2019Aug 5, 2019
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157 moves match.