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

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
Naylor Coursen StoneFlorida Financial Advisors, LLC BD affiliatedCaptrust institutionalOtherJul 14, 2026Aug 19, 2026 (36 d)
Stephen Panos KeshishianTrajan Wealth, L.L.C. independent RIACaptrust institutionalOtherJul 10, 2026Jul 3, 2026
Cesar Ivan TovarMML Investors Services, LLC BD affiliatedCaptrust institutionalOtherJun 23, 2026Aug 3, 2026 (41 d)
Jaden James GallardoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherMay 26, 2026Jun 23, 2026
Eric MoistMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherMay 21, 2026Jun 23, 2026 (33 d)
Michael Louis MorenoVanguard Advisers, Inc. BD affiliatedCaptrust institutionalOtherMay 4, 2026Jul 23, 2026 (80 d)
Justin Philbert MensahMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherMay 1, 2026Jul 20, 2026 (80 d)
Mark Joseph LangermanAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 19, 2026
Marion Anthony JabczenskiAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Gregory A. KorbekianAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Steven Patrick FordAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 18, 2026
Doni Lea LangstonAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Mar 12, 2026
Hans Peter EwertAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Simon Y ChungAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Brian Wesley KofoedAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 24, 2026
Christopher Matthew BougeoklesAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 13, 2026
Jared Raymond OrenAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Jarryd Mychal ReyesAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 14, 2026
Shane D. L. WhippoAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Glendon Charles TrullingerAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Jared William BergstromAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
John Randall WalshAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Connor Dale KeimAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 23, 2026
Morgan Elizabeth EvansAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 19, 2026
Nicholas Joseph ThompsonAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Jennifer Beth WilliamsTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 20, 2026Apr 19, 2026
Steven Craig NewcombTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 20, 2026Jun 8, 2026 (49 d)
Andrew Ronald KnustTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 20, 2026Apr 20, 2026
Kory David LeeTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 20, 2026Apr 19, 2026
Christopher NeunerTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 20, 2026Jun 1, 2026 (42 d)
Patricia PichardoTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 17, 2026Jun 1, 2026 (45 d)
James SchaeferTruist Advisory Services, Inc. BD affiliatedCaptrust institutionalOtherApr 17, 2026Jun 24, 2026 (68 d)
William Dennis TatesValic Financial Advisors, Inc. BD affiliatedCaptrust institutionalOtherApr 10, 2026Mar 27, 2026
Loredana M MorosanuCharles Schwab & Co., Inc. national BDCaptrust institutionalOtherApr 4, 2026Apr 20, 2026
Alonso AmayaMorgan Stanley wirehouseCaptrust institutionalOtherMar 30, 2026Jun 16, 2026 (78 d)
Tanner HodgesFirst Citizens Investor Services, Inc. BD affiliatedCaptrust institutionalOtherMar 30, 2026Apr 20, 2026
Mark Everett EveansMeritage Portfolio Management, Inc. independent RIACaptrust institutionalOtherMar 23, 2026Feb 24, 2026
James Milgram KleinMeritage Portfolio Management, Inc. independent RIACaptrust institutionalOtherMar 23, 2026Feb 11, 2026
Melissa TrujilloMeritage Portfolio Management, Inc. independent RIACaptrust institutionalOtherMar 23, 2026Feb 11, 2026
Ryan Anthony ChiaveriniMeritage Portfolio Management, Inc. independent RIACaptrust institutionalOtherMar 23, 2026Feb 9, 2026
Philip Martin ColeMeritage Portfolio Management, Inc. independent RIACaptrust institutionalOtherMar 23, 2026Feb 5, 2026
Brent Allan ThomasWestwood Wealth Management mixed wealthCaptrust institutionalOtherMar 2, 2026Apr 14, 2026 (43 d)
Reid S BarberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCaptrust institutionalOtherFeb 26, 2026Mar 9, 2026
Benjamin Marshall GardnerOsaic Wealth, Inc. BD affiliatedCaptrust institutionalOtherFeb 18, 2026Mar 9, 2026
Ryan KartchnerSummit Global Investments, LLC mixed wealthCaptrust institutionalOtherFeb 17, 2026Apr 7, 2026 (49 d)
Krista Marie HolappaLPL Financial LLC BD affiliatedCaptrust institutionalOtherFeb 6, 2026Feb 27, 2026
Willie James ThomasAlliancebernstein L.P. asset managerCaptrust institutionalOtherFeb 3, 2026Sep 16, 2026 (225 d)
Mark Louis NothnagelMariner Institutional, LLC otherCaptrust institutionalOtherJan 30, 2026Jan 30, 2026
Robin Lynn CookSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Terri Lynn RitchieSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Elizabeth Dopking NealSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 24, 2026
Jeffrey Byron StrouseSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 27, 2026
Thomas Patrick ReynoldsSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Feb 11, 2026
Frank Burkhead WyattSuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Heather Wagner PerrySuncoast Equity Management, LLC independent RIACaptrust institutionalOtherJan 28, 2026Mar 2, 2026 (33 d)
Lauren Marie CostanMutual Of Omaha Investor Services, Inc. independent RIACaptrust institutionalOtherJan 16, 2026Feb 17, 2026 (32 d)
Nathan W BenedixLPL Financial LLC BD affiliatedCaptrust institutionalOtherJan 12, 2026Feb 12, 2026 (31 d)
Hayley Rae BettsEquitable Advisors, LLC national BDCaptrust institutionalOtherJan 12, 2026Jan 23, 2026
Peter Huntington Greaves-TunnellCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 28, 2025
John Thomas DipasqualeCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Nov 4, 2025
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775 moves match.