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
Departures from Nbt Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Brian Anthony Voss | Nbt Capital Management, Inc. mixed wealth | Voss Wealth Management no RAUM | RIA to a newly registered adviser | May 29, 2026 | May 15, 2026 |
| Arthur Clifford Laine | Nbt Capital Management, Inc. other | Benjamin F. Edwards & Company, Incorporated BD affiliated | Other | Sep 18, 2020 | Aug 25, 2020 |
| Amanda Rosplock Campbell | Nbt Capital Management, Inc. other | Securian Financial Services, Inc. other | Other | Feb 27, 2014 | Mar 21, 2014 |
| Thomas Richard Gasper | Nbt Capital Management, Inc. other | Trg Capital Management, Inc. independent RIA | Other | Apr 18, 2008 | Apr 18, 2008 |
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4 moves match.