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 Verdence Capital Advisors, 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
Justin William AllenMML Investors Services, LLC BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2026Jul 27, 2026
Colin Michael RaffertyWells Fargo Advisors wirehouseVerdence Capital Advisors, LLC independent RIAWirehouse to independent RIAJul 21, 2026Jul 21, 2026
Bryan Daniel DalesandroRiversedge Advisors independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAJul 16, 2026Jul 18, 2026
Abraham Martin MillerOsaic Wealth, Inc. BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2026Jun 18, 2026
Leo J KellyT. Rowe Price Advisory Services, Inc. BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2026Apr 22, 2026
Kerry Jane AhernJanney Montgomery Scott LLC BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2025Jan 7, 2026
John Raymond PiccirilliCourier Capital, LLC independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAJun 2, 2025Sep 16, 2025 (106 d)
Sarah MouserCassaday & Company, Inc. independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAFeb 10, 2025Mar 3, 2025
Jeffrey S SimetT. Rowe Price Advisory Services, Inc. BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2025Apr 7, 2026 (439 d)
Lucas Walter HodgePreston Wealth Advisors, LLC. independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAOct 4, 2024Oct 18, 2024
Dwight Latham DavenportGreenport Capital Advisors independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAJun 25, 2024Jan 6, 2025 (195 d)
David GonzalezT. Rowe Price Advisory Services, Inc. BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2024Apr 17, 2024
Taylor Lynn O'Hara GuglielmoFirst Command Advisory Services BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2024Mar 1, 2024
Ayaz HasanMorgan Stanley wirehouseVerdence Capital Advisors, LLC independent RIAWirehouse to independent RIAFeb 20, 2024Mar 4, 2024
Matthew David PietzakVantage Private Wealth, LLC otherVerdence Capital Advisors, LLC independent RIAOtherAug 15, 2023Jul 20, 2023
Andrew Garrison WrightVantage Private Wealth, LLC otherVerdence Capital Advisors, LLC independent RIAOtherAug 15, 2023Aug 8, 2023
Mark Edward AmbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVerdence Capital Advisors, LLC independent RIAWirehouse to independent RIAJun 20, 2023Jun 18, 2023
Gennadiy ToddButtonwood Financial Advisors, Inc. independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAFeb 10, 2023May 11, 2023 (90 d)
Stephen Francis JacobsonMason Investment Advisory Services Inc mixed wealthVerdence Capital Advisors, LLC independent RIARIA to RIADec 12, 2022Jun 18, 2024 (554 d)
Kelly Robert WrightCw Advisors, LLC independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAApr 18, 2022Jun 24, 2022 (67 d)
Edward Waring KarppiMangham Associates, Inc. otherVerdence Capital Advisors, LLC independent RIAOtherOct 26, 2021Mar 2, 2022 (127 d)
Robert John SchmittSc&H Wealth independent RIAVerdence Capital Advisors, LLC independent RIARIA to RIAAug 10, 2021Aug 10, 2021
Meg Patricia Sheil-PuopoloFidelity Personal And Workplace Advisors BD affiliatedVerdence Capital Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2019Jun 7, 2019 (39 d)
David Richard NelsonPagnatokarp Partners, LLC otherVerdence Capital Advisors, LLC otherOtherNov 30, 2017Dec 12, 2017
Megan Marie FoardDeutsche Bank Securities Inc. otherVerdence Capital Advisors, LLC otherOtherNov 8, 2017Dec 13, 2017 (35 d)
Matthew Sanderson MooreHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Charles Stephen HoltHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 27, 2017
Richard Manuel RosaHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Brian Matthew SaboHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
John David MorganHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Brian John GrumbachHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Leo Joseph KellyHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Jason Michael EdelsonHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Kevin Michael CuffHightower Advisors, LLC otherVerdence Capital Advisors, LLC independent RIAOtherJun 30, 2017Mar 1, 2019 (609 d)
Matthew A AndrulotHightower Advisors, LLC otherVerdence Capital Advisors, LLC independent RIAOtherJun 30, 2017Aug 27, 2020 (1154 d)
Michael R HoffmanHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Stephen Lloyd ThackerStanford Capital Management, LLC unclassifiedVerdence Capital Advisors, LLC independent RIAOtherApr 3, 2009Nov 20, 2019 (3883 d)
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37 moves match.