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 Resurgent Advisors

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
James Woodrow HamiltonRaymond James Financial Services Advisors, Inc BD affiliatedResurgent Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2026Feb 3, 2026
Robert Blane BrooksFintrust Capital Advisors, LLC mixed wealthResurgent Advisors independent RIARIA to RIAJun 26, 2023Nov 28, 2023 (155 d)
Michelle L CavalleroHayden Royal independent RIAResurgent Advisors independent RIARIA to RIAMar 31, 2022Feb 16, 2022
Matthew Thomas NadeauHayden Royal independent RIAResurgent Advisors independent RIARIA to RIAMar 31, 2022Feb 16, 2022
Randy G KolendaHayden Royal independent RIAResurgent Advisors independent RIARIA to RIAMar 31, 2022Feb 17, 2022
Gary G GarciaHayden Royal independent RIAResurgent Advisors independent RIARIA to RIAFeb 25, 2022Jan 31, 2022
Daniel Leroy TaylorHayden Royal independent RIAResurgent Advisors independent RIARIA to RIAFeb 25, 2022Jan 31, 2022
Matthew Weber PohlmanEast Franklin Capital, LLC unclassifiedResurgent Advisors independent RIAOtherMar 9, 2021Mar 9, 2021
William Richards GriffinEdward Jones national BDResurgent Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2020Jan 2, 2026 (2145 d)
George Michael PerrosEncompass Financial Advisors LLC unclassifiedResurgent Advisors independent RIAOtherDec 31, 2019Dec 16, 2024 (1812 d)
Polly White CordleEncompass Financial Advisors LLC unclassifiedResurgent Advisors independent RIAOtherDec 31, 2019Dec 13, 2019
David Parker HughesThe Fiduciary Alliance independent RIAResurgent Advisors independent RIARIA to RIAOct 8, 2019Dec 3, 2019 (56 d)
Stuart Sommerville CanzeriThe Fiduciary Alliance independent RIAResurgent Advisors independent RIARIA to RIAOct 8, 2019Dec 13, 2019 (66 d)
Lamartine Griffin HardmanEudaimonia Partners, LLC independent RIAResurgent Advisors independent RIARIA to RIAAug 19, 2019Jan 3, 2020 (137 d)
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14 moves match.