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 Kraft Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Patterson High | Kraft Asset Management, LLC independent RIA | Insight Strategic Wealth LLC independent RIA | RIA to RIA | Aug 1, 2025 | Aug 1, 2025 |
| Cortney Ann Cost | Kraft Asset Management, LLC independent RIA | Baker Tilly Wealth Management, LLC other | Other | Aug 1, 2025 | Aug 7, 2025 |
| Deana Hyde | Kraft Asset Management, LLC independent RIA | Insight Strategic Wealth LLC independent RIA | RIA to RIA | Aug 1, 2025 | Aug 12, 2025 |
| Kelsey Ann Kennedy | Kraft Asset Management, LLC independent RIA | Baker Tilly Wealth Management, LLC other | Other | Aug 1, 2025 | Aug 1, 2025 |
| William Henry Braddy | Kraft Asset Management, LLC independent RIA | Parkwoods Wealth Partners, LLC independent RIA | RIA to RIA | Dec 17, 2024 | Jan 8, 2025 |
| Sarah Ann Terrell | Kraft Asset Management, LLC independent RIA | Luken Investment Analytics, LLC independent RIA | RIA to RIA | Dec 11, 2023 | Jan 17, 2024 (37 d) |
| Bethany Lynn Todzia | Kraft Asset Management, LLC independent RIA | Avantax Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Dec 11, 2023 | Jan 4, 2024 |
| Jayson Patrick O'Connor | Kraft Asset Management, LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2021 | Dec 10, 2021 |
| James Patrick Greek | Kraft Asset Management, LLC independent RIA | Synovus Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 26, 2019 | Jul 23, 2019 |
Page 1 of 1
9 moves match.