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 Legacy Capital Wealth Partners, 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
Joshua Andrews PutnamSundvold Financial independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAJun 16, 2025Jun 6, 2025
Brian Dean WoodArvest Wealth Management independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 20, 2023Feb 23, 2023
Deann Gaye GannArvest Wealth Management independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 20, 2023Mar 1, 2023
Michael Earl PeeblesArvest Wealth Management independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 20, 2023Mar 1, 2023
Beau M TothLPL Financial LLC independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAJun 22, 2022Aug 7, 2023 (411 d)
John David SideryCharles Schwab & Co., Inc. national BDLegacy Capital Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2021May 20, 2021
Gregory Gaines YoungTrent Capital Management, Inc. independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 31, 2021Jan 26, 2021
Kevin Andrew ClarkTrent Capital Management, Inc. independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 31, 2021Jan 26, 2021
Norman Joseph StricklandTrent Capital Management, Inc. independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 31, 2021Aug 4, 2021 (126 d)
Jessica Marie HeathTrent Capital Management, Inc. independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 31, 2021Jan 26, 2021
Morgan Boyd SizerTrent Capital Management, Inc. independent RIALegacy Capital Wealth Partners, LLC independent RIARIA to RIAMar 31, 2021Jan 26, 2021
Matthew Ridgway JonesKestra Advisory Services, LLC otherLegacy Capital Wealth Partners, LLC no RAUMOtherMar 1, 2018Apr 6, 2018 (36 d)
Jason D PratherKestra Advisory Services, LLC otherLegacy Capital Wealth Partners, LLC no RAUMOtherMar 1, 2018Mar 1, 2018
Joshua Enrique DanforthKestra Advisory Services, LLC otherLegacy Capital Wealth Partners, LLC no RAUMOtherMar 1, 2018Mar 3, 2018
James Warren GentryCapital Markets Iq, LLC otherLegacy Capital Wealth Partners, LLC independent RIAOtherJun 12, 2017Apr 3, 2019 (660 d)
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15 moves match.