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 Kutscher Benner Barsness & Stevens, 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 |
|---|---|---|---|---|---|
| Danielle Lynn Strumbeta | Kutscher Benner Barsness & Stevens, Inc. independent RIA | Merriman independent RIA | RIA to RIA | Jan 16, 2020 | Jan 22, 2020 |
| Scott Alan Rhodes | Kutscher Benner Barsness & Stevens, Inc. other | Northwest Capital Management Inc. other | Other | Apr 27, 2017 | Aug 23, 2017 (118 d) |
| Nathan Evan Tepp | Kutscher Benner Barsness & Stevens, Inc. other | Wells Fargo Advisors wirehouse | Other | Apr 22, 2015 | May 7, 2015 |
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3 moves match.