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 Townsquare 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.

AdvisorFromToTypeLeftRegistered
Lucas J. CataniaOrchard Advisors independent RIATownsquare Capital, LLC asset managerOtherDec 22, 2025Jan 28, 2026 (37 d)
Michael John WaltersOrion Portfolio Solutions, LLC BD affiliatedTownsquare Capital, LLC asset managerOtherJun 2, 2025Jun 5, 2025
Samantha Brynn StonerOrion Portfolio Solutions, LLC BD affiliatedTownsquare Capital, LLC asset managerOtherMay 5, 2025May 7, 2025
Nicholas Jon PopolizioHirtle & Co., LLC otherTownsquare Capital, LLC asset managerOtherFeb 11, 2025Mar 24, 2026 (406 d)
Jeffrey Alan ReidWater Street Financial LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 5, 2023Jul 20, 2023
Rachelle MorrisCrestone Asset Management LLC mixed wealthTownsquare Capital, LLC mixed wealthRIA to RIAMay 3, 2022Jul 28, 2022 (86 d)
Benjamin James MarshallDrive Wealth Advisers independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 28, 2022Nov 30, 2021
Matthew Boyce LoweryMML Investors Services, LLC BD affiliatedTownsquare Capital, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 8, 2022Feb 14, 2022
Sean Patrick HeneyMML Investors Services, LLC BD affiliatedTownsquare Capital, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 8, 2022Feb 14, 2022
Cody Keith UllandBestgate Wealth Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIANov 18, 2021Jan 6, 2022 (49 d)
John William HomerDfpg Investments, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAOct 25, 2021Oct 27, 2021
James WinokurOneamerica Securities, Inc. BD affiliatedTownsquare Capital, LLC mixed wealthAffiliated broker-dealer or bank to independent RIADec 23, 2020Dec 11, 2020
Justin David StrunkOneamerica Securities, Inc. BD affiliatedTownsquare Capital, LLC mixed wealthAffiliated broker-dealer or bank to independent RIADec 17, 2020Dec 15, 2020
Matthew Taylor HoskinsArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC mixed wealthRIA to RIADec 8, 2020Dec 11, 2020
Jaron Allen MunkJrs Wealth Management LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIADec 3, 2020Dec 2, 2020
Ryan Paul FreitasCcm Investment Management, LLC state registeredTownsquare Capital, LLC asset managerOtherNov 16, 2020Nov 17, 2025 (1827 d)
David Michael ZamoraTucker Asset Management LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 23, 2020Jul 14, 2020
Catherine Audrey WhiteSynovus Securities, Inc. independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 27, 2020Apr 26, 2022 (699 d)
Michelle Lea PhillipsHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Lynn Blair ThurgoodHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Clark Gage KemsleyHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 17, 2020
Brandon Alexander ThurgoodHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Nicole Lea AyersHorter Investment Management, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 26, 2020Apr 14, 2020
Hoyt Scott RobeyArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAMar 30, 2020Mar 27, 2020
David Adams GallmanLone Peak Advisers independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMar 23, 2020Feb 8, 2021 (322 d)
Douglas Mac LangfordArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAMar 3, 2020Feb 4, 2020
Kyler J RedderTucker Asset Management LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAFeb 19, 2020Dec 24, 2019
Warren Craig JuddCg Advisory Services independent RIATownsquare Capital, LLC independent RIARIA to RIAOct 7, 2019Jul 30, 2019
Jacob Anthony RustNorthwestern Mutual Investment Services,LLC no RAUMTownsquare Capital, LLC independent RIAOtherMay 7, 2019May 7, 2019
Paul Gordon EwellArs Investment Advisors, Inc. independent RIATownsquare Capital, LLC independent RIARIA to RIAApr 11, 2019Mar 14, 2019
Jason Carlyle SeymourLPL Financial LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJan 23, 2019Jan 4, 2019
Brent Alan CochranCrewe Advisors independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJan 22, 2019Jan 17, 2019
Renn Michael OlsenCrewe Advisors independent RIATownsquare Capital, LLC mixed wealthRIA to RIADec 6, 2018Dec 7, 2018
Brady Skidmore WebbAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAAug 13, 2018Sep 25, 2018 (43 d)
Staci Ann CompagnoAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAJul 20, 2018Apr 11, 2019 (265 d)
Nathan Wade RydalchAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 19, 2018Jun 21, 2018
Christopher Michael MillerAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC independent RIARIA to RIAJul 12, 2018May 15, 2019 (307 d)
Eric Dean StuartAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJul 12, 2018Jul 16, 2018
David Daniel HarrisAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018May 31, 2018
Shane Allen JensenAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018Jun 1, 2018
Adam Scott GravesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 28, 2018Jun 5, 2018
Rodney Austin WalkerAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJun 22, 2018May 23, 2018
Christopher Gammell HedquistAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMay 17, 2018Nov 1, 2017
Kent William BinningAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 10, 2018May 2, 2018
Charles Ryan DunnAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 9, 2018May 31, 2018
Bradley Tyson FerneyAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Michele Marie LawsAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Richard Gordon RogersAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 8, 2018Apr 24, 2018
Nathan Leroy RosellAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 4, 2018Apr 9, 2018
Jeremy Rich JohnstonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 3, 2018Apr 4, 2018
Trenton Christopher LaporteAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAMay 2, 2018Sep 25, 2018 (146 d)
Timothy William FloydYellowstone Partners independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 27, 2018Apr 24, 2018
Kimberly Kay DolemanAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 27, 2018Mar 29, 2018
Jeffrey Robert HurstAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 25, 2018Mar 26, 2018
Levi B LarsonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 25, 2018Mar 28, 2018
Jason Robert JonesAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 6, 2018Mar 8, 2018
Jeffrey Ray WangsgardAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 6, 2018Mar 8, 2018
Dallen Wade WilliamsAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 4, 2018Mar 8, 2018
Jennifer Lynne LandonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMar 29, 2018Jan 17, 2018
Jordan Cal AndersonAllegis Investment Advisors, LLC independent RIATownsquare Capital, LLC otherOtherMar 29, 2018Jan 17, 2018
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77 moves match.