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 Donaldson Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew William Gladbach | Donaldson Capital Management LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Mar 4, 2026 | Jan 20, 2026 |
| Joel Niese | Donaldson Capital Management LLC independent RIA | Fifth Third Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 11, 2024 | Jul 11, 2024 |
| Kimberly Sue Schultz | Donaldson Capital Management LLC other | J.J.B. Hilliard, W.L. Lyons, LLC independent RIA | Other | Mar 26, 2018 | Aug 1, 2018 (128 d) |
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3 moves match.