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 Scout Investments, 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
Chang ShinScout Investments, Inc. otherAe Wealth Management, LLC BD affiliatedOtherNov 8, 2023Nov 1, 2023
Jonathan Blaine LewisScout Investments, Inc. otherFci Advisors otherOtherNov 3, 2017Dec 6, 2017 (33 d)
John Andrew BrajevicScout Investments, Inc. otherAmphora Capital Investors, LLC state registeredOtherSep 1, 2017Nov 21, 2025 (3003 d)
Adam P RivitusoScout Investments, Inc. otherInvesco Advisers, Inc. otherOtherMay 9, 2017May 18, 2017
Richard Blake BriscoeScout Investments, Inc. otherPalmer Square Capital Management LLC otherOtherMay 1, 2017Jun 2, 2017 (32 d)
Thomas Whitsed LamingScout Investments, Inc. otherNormandy Investment Advisors independent RIAOtherJan 4, 2016Feb 3, 2022 (2222 d)
Jason Wesley CraineScout Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 14, 2014Jun 17, 2014 (123 d)
Michael Carl Gustaf HedstromScout Investments, Inc. otherBrookstone Wealth Advisors, LLC independent RIAOtherMay 6, 2013Apr 7, 2022 (3258 d)
Rachel Elizabeth KotubeyScout Investments, Inc. otherSamson Capital Management, LLC otherOtherNov 8, 2012Aug 8, 2013 (273 d)
David Warren LubchencoScout Investments, Inc. otherChautauqua Capital Management LLC otherOtherSep 5, 2012Sep 17, 2012
Mark C DziubaScout Investments, Inc. otherLongboard Asset Management otherOtherDec 9, 2011Mar 26, 2013 (473 d)
Kenneth BarberScout Investments, Inc. otherLongboard Asset Management otherOtherDec 9, 2011Jul 21, 2014 (955 d)
Matthew Riley GunterScout Investments, Inc. otherShelton Capital Management otherOtherNov 24, 2010May 2, 2022 (4177 d)
James Jarvis EllisScout Investments, Inc. otherEdelman Financial Engines independent RIAOtherNov 24, 2010Apr 1, 2025 (5242 d)
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14 moves match.