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 Cavanal Hill Investment 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.

AdvisorFromToTypeLeftRegistered
Eric Michael AplisCavanal Hill Investment Management, Inc. otherTexas Capital Bank Private Wealth Advisors independent RIAOtherJul 10, 2026Jul 23, 2026
Christopher Lee O'ConnellCavanal Hill Investment Management, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 26, 2026Apr 30, 2026 (35 d)
Jeffrey Dean HrabeCavanal Hill Investment Management, Inc. otherLegacy Financial Strategies, LLC independent RIAOtherDec 31, 2021Jan 5, 2022
Scott Edwin DyeCavanal Hill Investment Management, Inc. otherWaddell & Reed BD affiliatedOtherJan 15, 2021Jan 26, 2021
Kyle Jared MendenhallCavanal Hill Investment Management, Inc. otherSitusamc Risk Advisors, LLC state registeredOtherJun 5, 2018Aug 3, 2025 (2616 d)
Joseph Brian MondellCavanal Hill Investment Management, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherDec 22, 2016Jan 17, 2017
Catherine Lee DunnCavanal Hill Investment Management, Inc. otherBok Financial Advisors otherOtherSep 30, 2016Sep 14, 2016
Cherie Jean JollyCavanal Hill Investment Management, Inc. otherDynamic otherOtherApr 15, 2016Mar 24, 2017 (343 d)
Douglas Christopher BrownCavanal Hill Investment Management, Inc. otherNorthern Trust Investments, Incorporated otherOtherJun 30, 2015Jul 29, 2015
Janice Marie PowellCavanal Hill Investment Management, Inc. otherConvergent Wealth Advisors, LLC otherOtherJun 17, 2015Aug 4, 2016 (414 d)
Laura Clark RogersCavanal Hill Investment Management, Inc. otherUmb Financial Services, Inc. no RAUMOtherApr 16, 2014Jun 2, 2014 (47 d)
Tyler DunnCavanal Hill Investment Management, Inc. otherFisher Investments independent RIAOtherMay 9, 2013Mar 19, 2024 (3967 d)
Brian Joseph MarkeyCavanal Hill Investment Management, Inc. otherAmerican Beacon Advisors, Inc. otherOtherApr 5, 2011May 19, 2011 (44 d)
Nicholas Edward PolyakCavanal Hill Investment Management, Inc. otherBok Financial Advisors otherOtherApr 17, 2009Apr 17, 2009
Gary Bruce FraleyCavanal Hill Investment Management, Inc. otherExencial Wealth Advisors otherOtherDec 8, 2005Jun 7, 2013 (2738 d)
Andrew William HoodCavanal Hill Investment Management, Inc. otherBok Financial Advisors otherOtherAug 18, 2005Jul 12, 2013 (2885 d)
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16 moves match.