DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Kb Financial Partners, 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
James David KaplanKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 15, 2022
Daniel Jaman FurinessKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 14, 2022
Graham C ClarkeKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 14, 2022
Elliot J SilversteinKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 14, 2022
Henry Newbold EllisKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 15, 2022
Krystian M SuberKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 15, 2022
William Henry DamoraKb Financial Partners, LLC independent RIAOnedigital institutionalOtherDec 31, 2023Sep 15, 2022
Erik Nmn MosholtKb Financial Partners, LLC independent RIAKingsbridge Advisors, LLC state registeredRIA to a state-registered adviserMar 4, 2020Sep 7, 2006
Louis Clay FancherKb Financial Partners, LLC independent RIA46 Peaks Investment Advisory Group no RAUMRIA to a newly registered adviserMar 4, 2020Feb 14, 2020
Brad Kenneth HeindelKb Financial Partners, LLC independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankMar 4, 2020May 2, 2005
Gregory Edward ShulmanKb Financial Partners, LLC otherProsperity Capital Advisors independent RIAOtherMar 31, 2017Nov 8, 2023 (2413 d)
Amy Marie RotturaKb Financial Partners, LLC otherWells Fargo Advisors wirehouseOtherDec 7, 2005Sep 22, 2025 (7229 d)
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12 moves match.