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 Titleist Asset Management, 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
Christopher Terrence JenningsPfg Advisors independent RIATitleist Asset Management, LLC independent RIARIA to RIAAug 26, 2026Aug 4, 2026
Thomas Edward MooreSecure Financial Management independent RIATitleist Asset Management, LLC independent RIARIA to RIAAug 13, 2026Aug 12, 2026
Lisa Marie AlvaradoJ.P. Morgan Securities LLC wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAJul 26, 2026Jul 31, 2026
Justin Tyler WagnerAmeriprise Financial Services, LLC national BDTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2026Jun 2, 2026
William David AlfordWorld Investment Advisors, LLC otherTitleist Asset Management, LLC independent RIAOtherMay 4, 2026May 7, 2026
Lee M DanielsPark Avenue Securities LLC BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Feb 2, 2026
Matthew Carter NerzPark Avenue Securities LLC BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Feb 2, 2026
Andrew Charles GularteAllworth Financial, L.P. BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2026Feb 8, 2026
Adam Mark EisenhauerCaptrust institutionalTitleist Asset Management, LLC independent RIAOtherNov 7, 2025Nov 7, 2025
Ann Beth BarhamEdward Jones national BDTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2025Oct 31, 2025
Frank Henry BullingerProspera Financial Services, Inc. BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2025Oct 27, 2025
Chase Matthew O'BanionStrategic Advisers LLC national BDTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2025Oct 6, 2025
Carlos Giovanni CastorenaBroadway Wealth Solutions independent RIATitleist Asset Management, LLC independent RIARIA to RIAAug 11, 2025Aug 20, 2025
Penny Prewitt JonesIllumination Wealth Management independent RIATitleist Asset Management, LLC independent RIARIA to RIAJun 16, 2025Sep 12, 2025 (88 d)
Austin Merle GraffShorebird Capital, LP no RAUMTitleist Asset Management, LLC independent RIAOtherJan 2, 2025Oct 10, 2023
Russell Roy FranquesLevel Four Advisory Services BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 2, 2024Dec 2, 2024
Katie KepplerWealth Management Advisors, LLC independent RIATitleist Asset Management, LLC independent RIARIA to RIANov 25, 2024Feb 18, 2025 (85 d)
Christian Andrew AmsberryOsaic Fa, Inc. BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2024Oct 28, 2024
Katarina Gabriella PartalasMorgan Stanley wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAOct 3, 2024Sep 30, 2024
Trenton LeffingwellCetera Investment Advisers LLC BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2024May 23, 2024
Marc Allen YorkWells Fargo Advisors wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAMar 7, 2024Feb 16, 2024
Justin Loyd BradyEdward Jones national BDTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2024Feb 26, 2024
Christopher Jason MannFidelity Personal And Workplace Advisors BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2024Jan 19, 2024
Randall Wayne FowlerTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Richard Michael JuddTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Enrique AraizaTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Adam Denton PrewettTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
Mark KoellnerTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 17, 2023
David Leo SmidebushTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Apr 20, 2023
Roy Bryan BlyTitleist Capital, LLC no RAUMTitleist Asset Management, LLC independent RIAOtherAug 8, 2023Sep 12, 2024 (401 d)
Alan GraffTitleist Capital, LLC independent RIATitleist Asset Management, LLC no RAUMRIA to a newly registered adviserMar 17, 2023Mar 17, 2023
Marc Benedict MarquezAmeriprise Financial Services, LLC national BDTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2022Aug 15, 2023 (270 d)
Daniel Gray RascoeMadison Avenue Securities, LLC BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2022Nov 17, 2023 (682 d)
Andrew Vanbibber BrawleyRademacher Financial, Inc. independent RIATitleist Asset Management, LLC independent RIARIA to RIAJun 30, 2021Apr 17, 2023 (656 d)
Scott Lake BransonWells Fargo Advisors wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAApr 21, 2021Apr 14, 2023 (723 d)
Willis Augustus FawcettMML Investors Services, LLC BD affiliatedTitleist Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2020Apr 18, 2023 (1142 d)
Alan Christopher KepplerJ.P. Morgan Securities LLC wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAFeb 28, 2020Apr 18, 2023 (1145 d)
Rachel Irvin WhitwellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTitleist Asset Management, LLC independent RIAWirehouse to independent RIAJun 4, 2019Jan 8, 2025 (2045 d)
Srdjan BlumInvestment Professionals, Inc. otherTitleist Asset Management, LLC independent RIAOtherJul 26, 2017Apr 17, 2023 (2091 d)
Jeromy Austin WhiteInvestment Professionals, Inc. otherTitleist Asset Management, LLC independent RIAOtherJul 26, 2017Apr 17, 2023 (2091 d)
Christopher RawsonInvestment Professionals, Inc. otherTitleist Asset Management, LLC no RAUMOtherJul 25, 2017Mar 1, 2023 (2045 d)
Maria Adriana ValenciaInvestment Professionals, Inc. otherTitleist Asset Management, LLC no RAUMOtherAug 26, 2016Mar 2, 2023 (2379 d)
Franck Paul CushnerInvest Financial Corporation otherTitleist Asset Management, LLC independent RIAOtherSep 7, 2011May 16, 2023 (4269 d)
Neil Howard KalbSwbc Investment Company otherTitleist Asset Management, LLC independent RIAOtherMay 2, 2011Apr 17, 2023 (4368 d)
Russell Clark KingMorgan Stanley Dw Inc. unclassifiedTitleist Asset Management, LLC independent RIAOtherAug 25, 2006Apr 17, 2023 (6079 d)
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45 moves match.