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 Full Sail 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 |
|---|---|---|---|---|---|
| Hunter Nichols Brown | Equitable Advisors, LLC national BD | Full Sail Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2024 | Jan 31, 2024 |
| Austin Rucker Burks | Crestone Asset Management LLC mixed wealth | Full Sail Capital, LLC independent RIA | RIA to RIA | Sep 16, 2022 | Dec 11, 2022 (86 d) |
| Kyle Ray | Plan Group Financial, Inc. independent RIA | Full Sail Capital, LLC independent RIA | RIA to RIA | May 6, 2022 | Oct 22, 2021 |
| Tyler Townsdin Grubbs | Cadent Capital Advisors, LLC independent RIA | Full Sail Capital, LLC independent RIA | RIA to RIA | Nov 8, 2019 | Oct 21, 2019 |
| David Todd Stanley | Arvest Wealth Management other | Full Sail Capital, LLC no RAUM | Other | Feb 22, 2011 | Feb 15, 2018 (2550 d) |
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5 moves match.