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 Horace Mann Investors, 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 |
|---|---|---|---|---|---|
| Zachary Lee Barber | Horace Mann Investors, Inc. no RAUM | D.A. Davidson & Co. independent RIA | Other | Jan 2, 2018 | Aug 30, 2018 (240 d) |
| Kennon James Belisle | Horace Mann Investors, Inc. no RAUM | Capital Analysts BD affiliated | Other | Dec 31, 2017 | Jan 3, 2023 (1829 d) |
| Matthew Lane Puckett Underwood | Horace Mann Investors, Inc. no RAUM | J. W. Cole Advisors, Inc. other | Other | Nov 10, 2017 | Nov 30, 2017 |
| Jacob Vance Gunter | Horace Mann Investors, Inc. no RAUM | Bancwest Investment Services, Inc. (Bwis) other | Other | Aug 26, 2016 | Nov 15, 2016 (81 d) |
| Todd William Adams | Horace Mann Investors, Inc. no RAUM | Ameritas Advisory Services other | Other | Dec 31, 2015 | Feb 4, 2016 (35 d) |
| Kyle Michael Marburger | Horace Mann Investors, Inc. no RAUM | Valic Financial Advisors, Inc. other | Other | Oct 26, 2009 | May 26, 2011 (577 d) |
| Christopher Michael Fehr | Horace Mann Investors, Inc. no RAUM | Gradient Advisors, LLC other | Other | Nov 17, 2008 | Aug 8, 2014 (2090 d) |
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67 moves match.