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 Alphacore Capital 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 |
|---|---|---|---|---|---|
| Scott Anthony Morrison | Brave Family Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Aug 3, 2026 | Aug 7, 2026 |
| Yiorgos Georgeson | Brave Family Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Aug 3, 2026 | Aug 3, 2026 |
| William Michael Swart | Brave Family Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Aug 3, 2026 | Aug 5, 2026 |
| Thomas Brett Haire | Brave Family Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Aug 3, 2026 | Jul 14, 2026 |
| Brooks William Merrifield | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Rita Koch Day | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Joseph Thomas Rusinko | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Juliet M Hull | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Corey Alan Gragg | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Josh William Weisel | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 27, 2026 | Jul 1, 2026 |
| Eugene Byron Shepherd | Raymond James & Associates, Inc. national BD | Alphacore Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2026 | Jun 4, 2026 |
| Edward Geoffrey Sella | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 26, 2025 | Oct 31, 2025 |
| Pamela Lynette Mudd | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 6, 2025 |
| Matthew Edward Gilchrist | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 5, 2025 |
| Elise Michele Weinstein | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 5, 2025 |
| Rory Michael Mcglynn | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Oct 20, 2025 |
| Jason Jeffrey Davis | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Jason Cooper Perlman | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 6, 2025 |
| Philip James Mantua | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Stephen Griffin Sikes | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 6, 2025 |
| Eden Tadesse Akana | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Bradley Patrick Lipman | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Andrew Alper Theobald | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| John Thomas Flynn | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Matthew Christopher Plourde | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Samuel Joseph Woo | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 4, 2025 |
| Tristine K Altamirano | Spc Financial Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 11, 2025 | Nov 3, 2025 |
| Walter John Murphy | Calamos Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Sep 8, 2025 | Sep 8, 2025 |
| Brandon Michael Bol | Focus Partners Wealth, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 27, 2025 | Jun 2, 2025 |
| Trevor Michael Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 17, 2025 |
| Timothy Smith Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 24, 2025 |
| Ryan James Callan | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Joan Kathleen Koss | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 23, 2025 |
| Jessica Cafferata | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Nomathemba Nicole Nkala-Hendon | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | May 5, 2025 |
| Christopher Lane Willingham | Callan Capital, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 15, 2025 | Apr 17, 2025 |
| Daniel Conners | Entrust Wealth Advisors, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Mar 3, 2025 | Jan 14, 2025 |
| Michael Crawford | Entrust Wealth Advisors, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Mar 3, 2025 | Jan 14, 2025 |
| Brennan D Cobb | Entrust Wealth Advisors, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Mar 3, 2025 | Jan 16, 2025 |
| Samuel Franklin Jones | All Season Financial Advisors, Inc. independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Dec 9, 2024 | Oct 16, 2024 |
| Nathan David Stewart | Capital Advisors, Inc. independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Sep 20, 2024 | Sep 25, 2024 |
| Huckleberry Gibson | Fidelity Personal And Workplace Advisors BD affiliated | Alphacore Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Jun 27, 2024 |
| Kyle Andrew Kraus | Corient independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 9, 2024 | May 16, 2024 |
| Stephen Paul Pedicini | Valley Wealth Managers, Inc. independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Apr 12, 2024 | Apr 15, 2024 |
| Matthew Keith Wiles | Onepoint Bfg Wealth Partners independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jan 12, 2024 | Jan 2, 2025 (356 d) |
| Henry Jason Mcclurg | Charles Schwab & Co., Inc. national BD | Alphacore Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2024 | Feb 21, 2024 (44 d) |
| Brett S Roenick | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Alphacore Capital LLC independent RIA | Wirehouse to independent RIA | Sep 29, 2023 | Oct 3, 2023 |
| Edward John Durica | Johnston & Associates Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jun 13, 2023 | Apr 3, 2023 |
| Ethan Michael Schmidt | Catalyst Wealth Management mixed wealth | Alphacore Capital LLC independent RIA | RIA to RIA | Apr 7, 2023 | Apr 6, 2023 |
| Eric Matthew Gerster | Magnolia Lane Financial Advisors, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Feb 9, 2023 | Jan 6, 2023 |
| Michael Neil Mcgreevy | Private Asset Management Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Aug 31, 2022 | Aug 16, 2022 |
| Jonathan Marcus Elsberry | Private Asset Management Inc independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Nov 16, 2021 | Jan 1, 2025 (1142 d) |
| Troy Edward Owens | LPL Financial LLC BD affiliated | Alphacore Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2021 | Nov 10, 2021 |
| Chris James Maudlin | Altegris Advisors, LLC asset manager | Alphacore Capital LLC independent RIA | Other | Sep 4, 2020 | Sep 28, 2020 |
| Kristina Joan Cagle | Altegris Advisors, LLC asset manager | Alphacore Capital LLC independent RIA | Other | Sep 4, 2020 | Sep 28, 2020 |
| Stephanie Anne Williams | Altegris Advisors, LLC asset manager | Alphacore Capital LLC independent RIA | Other | Sep 4, 2020 | Sep 28, 2020 |
| Steven James Deppe | Nerad + Deppe Wealth Management no RAUM | Alphacore Capital LLC independent RIA | Other | Dec 6, 2019 | Aug 30, 2019 |
| Richard Edward Nerad | Nerad + Deppe Wealth Management no RAUM | Alphacore Capital LLC independent RIA | Other | Dec 6, 2019 | Sep 30, 2019 |
| Lisa Marie Murphy | Bradley Wealth LLC other | Alphacore Capital LLC independent RIA | Other | Sep 16, 2019 | Sep 25, 2019 |
| Brett Gregory Hughes | Delphi Private Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jun 1, 2018 | Aug 20, 2018 (80 d) |
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67 moves match.