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 Curian Capital, 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
Mark Steven PickettCurian Capital, LLC no RAUMGlobal Financial Private Capital, Inc. otherOtherMay 20, 2016May 8, 2017 (353 d)
Oksana DoncilaCurian Capital, LLC no RAUMWells Fargo Advisors wirehouseOtherMay 19, 2016Jan 4, 2017 (230 d)
Courtney FolkertsCurian Capital, LLC no RAUMInvesco Advisers, Inc. asset managerOtherApr 4, 2016Mar 21, 2018 (716 d)
Byron Keith WilsonCurian Capital, LLC no RAUMThe Millstone Evans Group, LLC independent RIAOtherMar 30, 2016Nov 25, 2025 (3527 d)
Philip John PetersenCurian Capital, LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherMar 29, 2016Jul 19, 2021 (1938 d)
Greg Earl ChamberlainCurian Capital, LLC otherCowdell Investments, LLC state registeredOtherMar 29, 2016Feb 1, 2018 (674 d)
Christian Paul Von AllmenCurian Capital, LLC otherLPL Financial LLC BD affiliatedOtherMar 29, 2016Apr 16, 2021 (1844 d)
Timothy James WilliamsCurian Capital, LLC otherWealth Enhancement Advisory Services, LLC BD affiliatedOtherMar 29, 2016Oct 6, 2021 (2017 d)
Hunter Tedford MillsCurian Capital, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherMar 29, 2016Oct 12, 2021 (2023 d)
Thomas Joseph DohogneCurian Capital, LLC otherTlg Advisors, Inc. BD affiliatedOtherMar 29, 2016Sep 20, 2018 (905 d)
Michael James StrongCurian Capital, LLC otherGradient Advisors, LLC independent RIAOtherMar 29, 2016Mar 29, 2019 (1095 d)
Justin ChoiCurian Capital, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMar 29, 2016Jan 4, 2019 (1011 d)
Steven Robert KoechelerCurian Capital, LLC otherGreat American Advisors, Inc. otherOtherMar 29, 2016Jun 16, 2016 (79 d)
Jeffrey N WeltyCurian Capital, LLC otherHeirloom Wealth Management LLC independent RIAOtherMar 29, 2016Jan 9, 2021 (1747 d)
Jason Gregary BlackCurian Capital, LLC otherColorado Capital Management independent RIAOtherMar 29, 2016Aug 12, 2021 (1962 d)
Lance Dee CherryCurian Capital, LLC otherSimplyria Advisor Network otherOtherMar 29, 2016Nov 14, 2016 (230 d)
Jarrett Keith StricklandCurian Capital, LLC otherInvestacorp Advisory Services Inc otherOtherMar 29, 2016May 17, 2016 (49 d)
James Patrick GnefkowCurian Capital, LLC otherPark Avenue Securities LLC BD affiliatedOtherMar 29, 2016Nov 30, 2018 (976 d)
Joseph M WittelsCurian Capital, LLC otherJ.P. Morgan Securities LLC wirehouseOtherMar 29, 2016Jul 14, 2016 (107 d)
Kimberley GreenwaldCurian Capital, LLC otherEdward Jones national BDOtherMar 29, 2016Aug 9, 2022 (2324 d)
Jeremiah JenningsCurian Capital, LLC otherNext Financial Group, Inc. BD affiliatedOtherMar 29, 2016Aug 16, 2022 (2331 d)
Ryan Edward HaezebrouckCurian Capital, LLC otherBlackrock Investment Management, LLC otherOtherMar 29, 2016Apr 2, 2018 (734 d)
Kurt Kevin CoalmerCurian Capital, LLC otherEquitable Advisors, LLC national BDOtherMar 29, 2016Jul 16, 2018 (839 d)
Molly Louisa PhelpsCurian Capital, LLC otherAdvice And Planning Services BD affiliatedOtherMar 29, 2016Jun 20, 2024 (3005 d)
Andrew Ramsey KelleherCurian Capital, LLC otherCharles Schwab & Co., Inc. national BDOtherMar 29, 2016Oct 10, 2019 (1290 d)
Michael Fowler AboussieCurian Capital, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherMar 29, 2016May 2, 2023 (2590 d)
Joseph Furman BishopCurian Capital, LLC otherCetera Investment Advisers LLC BD affiliatedOtherMar 29, 2016Dec 26, 2019 (1367 d)
Kevin Joseph ShekellCurian Capital, LLC otherAusdal Financial Partners, Inc. independent RIAOtherMar 29, 2016May 10, 2021 (1868 d)
David R DensmoreCurian Capital, LLC otherMorgan Stanley wirehouseOtherMar 29, 2016Apr 6, 2017 (373 d)
Patrick FalveyCurian Capital, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMar 29, 2016Jun 16, 2021 (1905 d)
Bjorn E BorgCurian Capital, LLC otherAlphastar Capital Management independent RIAOtherMar 29, 2016Nov 21, 2024 (3159 d)
Max Kohn BrownCurian Capital, LLC otherHays Advisory, LLC otherOtherMar 29, 2016Aug 10, 2016 (134 d)
Aaron RamseyCurian Capital, LLC otherThe Pacific Financial Group, Inc. otherOtherMar 29, 2016Aug 28, 2017 (517 d)
Gavin Clark SturgisCurian Capital, LLC otherCharles Schwab & Co., Inc. national BDOtherMar 29, 2016Sep 19, 2018 (904 d)
Thomas BauerCurian Capital, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMar 29, 2016Nov 15, 2022 (2422 d)
Phillip GloverCurian Capital, LLC otherVoya Investment Management Co. LLC asset managerOtherMar 29, 2016Aug 7, 2019 (1226 d)
John Michael O'SheaCurian Capital, LLC otherCommonwealth Financial Network national BDOtherMar 29, 2016Aug 20, 2024 (3066 d)
Devin Tyler MasonerCurian Capital, LLC otherState Farm Investment Management Corp. asset managerOtherMar 29, 2016Jan 1, 2025 (3200 d)
Christopher Matthew WiseCurian Capital, LLC otherFulcrum Wealth Management independent RIAOtherMar 29, 2016Jan 14, 2019 (1021 d)
Adam Christopher StrongCurian Capital, LLC otherStrategic Advisers LLC national BDOtherMar 24, 2016Oct 2, 2017 (557 d)
Arthur Regan WasherCurian Capital, LLC otherAmeritas Advisory Services, LLC BD affiliatedOtherMar 24, 2016Nov 1, 2021 (2048 d)
Charles Mark KennedyCurian Capital, LLC otherThe Pacific Financial Group, Inc. otherOtherMar 23, 2016Apr 26, 2016 (34 d)
Jack William MooreCurian Capital, LLC otherSchwab Wealth Advisory, Inc. otherOtherMar 22, 2016Sep 14, 2016 (176 d)
Cynthia Colene HaddockCurian Capital, LLC otherEmpower Advisory Group, LLC otherOtherMar 22, 2016Jan 10, 2017 (294 d)
Parker William MosleyCurian Capital, LLC otherFreedom Investment Management, Inc. otherOtherMar 22, 2016Jun 30, 2016 (100 d)
Shawn Joseph BarthCurian Capital, LLC otherUBS Financial Services Inc. wirehouseOtherMar 21, 2016Jan 6, 2025 (3213 d)
Holly Burke-AdamsCurian Capital, LLC otherCharles Schwab & Co., Inc. national BDOtherMar 21, 2016Apr 28, 2016 (38 d)
Justin Graham BranchCurian Capital, LLC otherAdvice And Planning Services otherOtherMar 21, 2016Jul 6, 2017 (472 d)
Matthew David CanterCurian Capital, LLC otherFreedom Investment Management, Inc. otherOtherMar 21, 2016Jul 6, 2016 (107 d)
Slava S DavidoffCurian Capital, LLC otherAdvice And Planning Services otherOtherMar 21, 2016Apr 13, 2016
Phillip Elliot DuckworthCurian Capital, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 21, 2016Jun 1, 2016 (72 d)
Travis Christian EdingtonCurian Capital, LLC otherThe Pacific Financial Group, Inc. independent RIAOtherMar 21, 2016Dec 12, 2019 (1361 d)
Kayla Marie BenjaminCurian Capital, LLC otherGill Capital Partners otherOtherMar 21, 2016Oct 20, 2016 (213 d)
Jonathan Patrick ShifferCurian Capital, LLC otherJourney Capital Advisers, LLC state registeredOtherMar 17, 2016Sep 1, 2016 (168 d)
Clint Evan PekrulCurian Capital, LLC otherPeak Capital Management, LLC otherOtherMar 17, 2016Jun 13, 2016 (88 d)
Gary Allen ScottCurian Capital, LLC otherOnedigital otherOtherMar 14, 2016Jun 13, 2017 (456 d)
Christopher MckinneyCurian Capital, LLC otherStrategic Advisers LLC national BDOtherFeb 4, 2016May 23, 2025 (3396 d)
Blake Gregory BarnesCurian Capital, LLC otherEdward Jones national BDOtherFeb 4, 2016Feb 8, 2016
Clark Preston ManningCurian Capital, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherJan 15, 2016Oct 23, 2018 (1012 d)
Mark Paul SchoenbeckCurian Capital, LLC otherKestra Advisory Services, LLC otherOtherJan 7, 2016Apr 22, 2016 (106 d)
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149 moves match.