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 Rubinbrown Advisors LLC

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
Christopher M WurstRubinbrown Advisors LLC independent RIAOne Wealth Map, LLC independent RIARIA to RIAFeb 17, 2025Mar 5, 2025
Jeffrey Drew HansenRubinbrown Advisors LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseAug 9, 2022Aug 16, 2022
Gregory Joseph GoltermannRubinbrown Advisors LLC independent RIACreative Planning independent RIARIA to RIAFeb 25, 2022Mar 9, 2022
Matthew Dwayne IsonRubinbrown Advisors LLC independent RIAKornitzer Capital Management, Inc. mixed wealthRIA to RIAJun 15, 2021Jun 17, 2021
Cory UnderwoodRubinbrown Advisors LLC independent RIAB. Riley Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2020Dec 4, 2020
James William PeaveyRubinbrown Advisors LLC independent RIAUmb Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 22, 2019Jul 12, 2019
Jordan FaerberRubinbrown Advisors LLC independent RIACornerstone Wealth Management, LLC independent RIARIA to RIADec 19, 2018Oct 14, 2020 (665 d)
Ryan David MartinRubinbrown Advisors LLC otherMoneta Group Investment Advisors, LLC otherOtherMar 29, 2007Apr 12, 2007
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8 moves match.