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 Vann Equity 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.

Advisor	From	To	Type	Left	Registered
Kristen Adelaide Fuhrman	Park Avenue Securities LLC BD affiliated	Vann Equity Management LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 28, 2026	Apr 8, 2026 (39 d)
Michael Ryan Hughes	The Hughes Group Wealth Management Partners LLC unclassified	Vann Equity Management LLC other	Other	Dec 31, 2023	Mar 14, 2024 (74 d)
Keith Dow Powell	The Hughes Group Wealth Management Partners LLC unclassified	Vann Equity Management LLC other	Other	Aug 1, 2023	Aug 4, 2023
Julie Kay Nielsen	Capital Advisors, Inc. independent RIA	Vann Equity Management LLC mixed wealth	RIA to RIA	Jul 8, 2022	Jul 3, 2024 (726 d)
Ryan Lane Mcdonald	Per Stirling Capital Management, LLC independent RIA	Vann Equity Management LLC other	Other	Nov 12, 2021	Nov 23, 2021
Richard Alan Maples	Per Stirling Capital Management, LLC independent RIA	Vann Equity Management LLC other	Other	Nov 12, 2021	Nov 22, 2021
John Allen Vann	Per Stirling Capital Management, LLC independent RIA	Vann Equity Management LLC no RAUM	Other	Dec 11, 2019	Dec 13, 2019
Christopher Andrew Horvath	Coppell Advisory Solutions LLC other	Vann Equity Management LLC no RAUM	Other	Sep 7, 2017	Sep 2, 2015
Dustin P Rollins	Horter Investment Management, LLC other	Vann Equity Management LLC other	Other	May 2, 2016	May 19, 2016
Todd Aaron Schneider	Prosperity Capital Advisors other	Vann Equity Management LLC no RAUM	Other	Sep 22, 2015	Sep 22, 2015
Michael Scott Moore	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Jun 16, 2015	Apr 29, 2015
Christopher Scott Moore	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Jun 16, 2015	May 6, 2015
Mark Alden Peterson	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Jun 16, 2015	May 6, 2015
Brian Moore	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Jun 16, 2015	May 6, 2015
Susan Charlson Mcnamara Musil	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	May 15, 2015	Jun 12, 2015
John Worden Coleman	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 24, 2015	Apr 28, 2015
Richard Joseph Durkee	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 23, 2015	Apr 30, 2015
John David Iammarino	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 21, 2015	Apr 20, 2015
Fred Todd Schwendiman	Brookstone Capital Management LLC other	Vann Equity Management LLC no RAUM	Other	Apr 13, 2015	Apr 28, 2015
Felton Thomas Mosley	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 7, 2015	Apr 9, 2015
April Reed Crews	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 6, 2015	Apr 29, 2015
Daniel George Crews	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Apr 6, 2015	Apr 29, 2015
Richard Scott Ehrlich	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Mar 30, 2015	Apr 30, 2015 (31 d)
Don P Cloud	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Mar 23, 2015	Mar 24, 2015
Germi Lamar Cloud	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Mar 23, 2015	Mar 24, 2015
Charles Harriman	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Mar 23, 2015	Mar 24, 2015
Jeffrey Thomas Cutter	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Feb 5, 2015	Feb 5, 2015
Susan Johanna Roman	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Feb 5, 2015	Feb 17, 2015
Pete Alexander Lang	Horter Investment Management, LLC other	Vann Equity Management LLC no RAUM	Other	Feb 4, 2015	Feb 5, 2015
Gerald Joseph Robillard	LPL Financial LLC other	Vann Equity Management LLC no RAUM	Other	Apr 24, 2013	Feb 2, 2015 (649 d)

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30 moves match.