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 Rather & Kittrell, 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 |
|---|---|---|---|---|---|
| Francis Spencer-Skee Orr | Rather & Kittrell, Inc. independent RIA | Kinetic Wealth state registered | RIA to a state-registered adviser | May 8, 2025 | Jun 2, 2025 |
| Monica Kostrzewa Ivins | Rather & Kittrell, Inc. independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Aug 30, 2024 | Sep 17, 2024 |
| Thomas Lincoln Cook | Rather & Kittrell, Inc. independent RIA | Retire To Tellico unclassified | Other | Oct 10, 2023 | Nov 28, 2023 (49 d) |
| Christopher Machens Frederick | Rather & Kittrell, Inc. independent RIA | Spire Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2020 | Aug 13, 2020 |
| Wesley Spaulding Brown | Rather & Kittrell, Inc. independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Jan 16, 2019 | Feb 20, 2019 (35 d) |
| Joanna Bryant Smith | Rather & Kittrell, Inc. independent RIA | Kestra Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2018 | May 7, 2018 |
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6 moves match.