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 Kuhn Advisors, 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 |
|---|---|---|---|---|---|
| Scott William Ranby | Kuhn Advisors, Inc. independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Feb 19, 2025 | Feb 24, 2025 |
| Carter Lindsay Ellis | Kuhn Advisors, Inc. independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 4, 2022 | Jan 4, 2022 |
| Leah Stewart Ogden | Kuhn Advisors, Inc. other | Raymond James & Associates, Inc. national BD | Other | Nov 3, 2010 | Jun 6, 2011 (215 d) |
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3 moves match.