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 Verum 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Francis Granger | Focus Partners Wealth, LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Jun 30, 2026 | Jun 26, 2026 |
| Parker Mayo | Fidelity Personal And Workplace Advisors BD affiliated | Verum Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | Mar 12, 2025 |
| Sarah Elizabeth Nestingen | Florida Financial Advisors, LLC BD affiliated | Verum Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2024 | Sep 9, 2024 |
| David Allen Perkins | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| Walker Thomas Shelton | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| Justin Louis | Carolinas Wealth Consulting LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Aug 16, 2023 | Aug 15, 2023 |
| David Daniel Marmolejos | Vanguard Advisers, Inc. BD affiliated | Verum Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 1, 2022 | Jul 14, 2022 |
| Lauren Allison Martinez | Novare Capital Management independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Mar 16, 2021 | Mar 22, 2021 |
| Holly French Skipper | Carolinas Investment Consulting LLC independent RIA | Verum Partners LLC no RAUM | RIA to a newly registered adviser | May 20, 2019 | May 22, 2019 |
| Robert Christopher Gammon | Carolinas Investment Consulting LLC independent RIA | Verum Partners LLC no RAUM | RIA to a newly registered adviser | May 16, 2019 | May 3, 2019 |
| Oliver Roane Cross | Carolinas Investment Consulting LLC independent RIA | Verum Partners LLC no RAUM | RIA to a newly registered adviser | May 16, 2019 | May 3, 2019 |
| Dustin Anthony Barr | Carolinas Investment Consulting LLC independent RIA | Verum Partners LLC no RAUM | RIA to a newly registered adviser | May 16, 2019 | May 3, 2019 |
| Abigail Anne Bennett | Carolinas Investment Consulting LLC independent RIA | Verum Partners LLC no RAUM | RIA to a newly registered adviser | May 3, 2019 | May 13, 2019 |
| Patrick Ryan Raminski | Citigroup Global Markets Inc. other | Verum Partners LLC independent RIA | Other | Aug 9, 2007 | Jul 1, 2026 (6901 d) |
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14 moves match.