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 South Texas Money Management, Ltd.

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
David Stix	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 1, 2019
Benjamin Bentley Napier	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 14, 2019
Michelle Renae Scarver	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 2, 2019
Leeann Thiessen Iacona	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 2, 2019
Sherry Larae Egenolf	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 18, 2019
Julia Yuryevna Gavrilov	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 2, 2019
Christian Ledoux	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 7, 2019
Christina Kahn Lecholop	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 7, 2019
Vicki Elaine Love	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 4, 2019
Mary Margaret Hartman Hime	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 7, 2019
David Wright Mize	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 2, 2019
Mark Anthony Salazar	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 2, 2019
Lisa Kaye Ivie Miller	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 3, 2019
Heather Ford Caussade	South Texas Money Management, Ltd. independent RIA	Captrust institutional	Other	Dec 2, 2019	Oct 3, 2019
Michael A Nance	South Texas Money Management, Ltd. other	Luther King Capital Management Corporation mixed wealth	Other	Mar 20, 2018	Sep 11, 2024 (2367 d)
Michael Damien Johnston	South Texas Money Management, Ltd. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Jul 21, 2016	Jul 19, 2021 (1824 d)
Leah Rebecca Bennett	South Texas Money Management, Ltd. other	Westwood Wealth Management other	Other	Apr 30, 2016	Jul 26, 2017 (452 d)
Jeffrey Charles Kikel	South Texas Money Management, Ltd. other	Oneamerica Securities, Inc. other	Other	Feb 29, 2016	Mar 9, 2016
Kenzie L Conway	South Texas Money Management, Ltd. other	Capital Advisors, Inc. other	Other	Jul 14, 2014	Nov 10, 2014 (119 d)
Walter C Hayne	South Texas Money Management, Ltd. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 24, 2013	Mar 12, 2013 (47 d)
Frederick Bramlette Labatt	South Texas Money Management, Ltd. other	Luther King Capital Management Corporation other	Other	Dec 3, 2012	Nov 2, 2012
Christopher William Cummins	South Texas Money Management, Ltd. other	Dimensional Fund Advisors LP other	Other	May 18, 2012	Feb 3, 2016 (1356 d)
Tobin Rice Calvert	South Texas Money Management, Ltd. other	Luther King Capital Management Corporation other	Other	Mar 7, 2011	May 10, 2011 (64 d)
Mark Musgrave Johnson	South Texas Money Management, Ltd. other	Luther King Capital Management Corporation other	Other	Mar 7, 2011	May 11, 2011 (65 d)
Richard M Kleberg	South Texas Money Management, Ltd. other	Luther King Capital Management Corporation other	Other	Mar 7, 2011	May 10, 2011 (64 d)
Jeffery Albert Ready	South Texas Money Management, Ltd. other	Alpha Capital Management other	Other	Sep 13, 2010	Sep 13, 2010
Pamela Matlock Krueger	South Texas Money Management, Ltd. other	Commonwealth Financial Network national BD	Other	Apr 19, 2010	Apr 10, 2014 (1452 d)
Thomas P Cagle	South Texas Money Management, Ltd. other	Frost Investment Services BD affiliated	Other	Nov 5, 2009	Aug 23, 2019 (3578 d)
Edwin Charles Kreusel	South Texas Money Management, Ltd. other	Mastrapasqua Asset Management unclassified	Other	Apr 30, 2007	May 23, 2007
Juan Antonio Landa	South Texas Money Management, Ltd. other	Matterhorn Capital Management, LLC other	Other	Mar 4, 2005	Feb 8, 2005
Stefan Friederich Grater	South Texas Money Management, Ltd. other	Matterhorn Capital Management, LLC other	Other	Dec 16, 2003	Nov 3, 2005 (688 d)

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31 moves match.