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 Missouri Valley Partners, 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 |
|---|---|---|---|---|---|
| Gary Alan Hurlbut | Missouri Valley Partners, Inc. other | Ziegler Capital Management, LLC other | Other | Nov 25, 2014 | Dec 5, 2014 |
| Keith Philip Weldon | Missouri Valley Partners, Inc. other | Ziegler Capital Management, LLC other | Other | Nov 25, 2014 | Dec 5, 2014 |
| Daniel Raymond Skubiz | Missouri Valley Partners, Inc. other | Ziegler Capital Management, LLC other | Other | Nov 25, 2014 | Dec 5, 2014 |
| Paul Bonifant | Missouri Valley Partners, Inc. other | Morgan Stanley wirehouse | Other | Sep 16, 2014 | Dec 2, 2015 (442 d) |
| Chad Edward Hoffman | Missouri Valley Partners, Inc. other | Kennedy Capital Management other | Other | May 14, 2012 | May 31, 2012 |
| Steven Douglas Jones | Missouri Valley Partners, Inc. other | Cliftonlarsonallen Wealth Advisors, LLC other | Other | May 2, 2005 | Oct 5, 2006 (521 d) |
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6 moves match.