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 Captrust Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jason Ray Bruxvoort | Cetera Investment Advisers LLC other | Captrust Wealth Advisors other | Other | Jul 5, 2016 | Jul 29, 2016 |
| Kristine Lee Pattison | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 2, 2015 | May 12, 2015 (40 d) |
| Brian Lee Vandenbrink | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 2, 2015 | May 13, 2015 (41 d) |
| Shawn Dennis Pacanowski | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 2, 2015 | May 13, 2015 (41 d) |
| Shanon Jean Tate | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 2, 2015 | May 13, 2015 (41 d) |
| Ryan Wesley Tyler | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors independent RIA | Wirehouse to independent RIA | Apr 2, 2015 | Jan 1, 2025 (3562 d) |
| Jason Lee Kooyer | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2015 | May 13, 2015 (42 d) |
| Brendon Bruce Johnson | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2015 | May 13, 2015 (42 d) |
| Calvin Christopher Chanski | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2015 | May 13, 2015 (42 d) |
| Bryan Paul Linn | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2015 | May 13, 2015 (42 d) |
| Rhonda Grace Carter | Wells Fargo Advisors wirehouse | Captrust Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2015 | May 13, 2015 (42 d) |
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11 moves match.