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
Carl David RobinsonCurian Capital, LLC otherRoss, Sinclaire & Associates, LLC otherOtherFeb 1, 2012Aug 5, 2013 (551 d)
Carlos Arturo BautistaCurian Capital, LLC otherMML Investors Services, LLC BD affiliatedOtherAug 17, 2011Nov 20, 2018 (2652 d)
Luke John VinnolaCurian Capital, LLC otherEnvestnet Pmc otherOtherJul 8, 2011Jul 6, 2011
Elizabeth AnthCurian Capital, LLC otherTlg Advisors, Inc. otherOtherJun 10, 2011Apr 18, 2017 (2139 d)
Daniel Winston MaurerCurian Capital, LLC otherCetera Advisors LLC otherOtherJan 4, 2011Feb 9, 2011 (36 d)
Bruce Edward DavisCurian Capital, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 2, 2010Aug 19, 2010
Malcolm Kirk LeslieCurian Capital, LLC otherAdvisors Asset Management, Inc. otherOtherJul 16, 2010Jul 26, 2010
Timothy Edmund Hopkins SchoefflerCurian Capital, LLC otherCommonwealth Financial Network national BDOtherFeb 26, 2010Apr 12, 2022 (4428 d)
Andrew DraluckCurian Capital, LLC otherAdvisors Asset Management, Inc. otherOtherOct 20, 2009Sep 21, 2010 (336 d)
Sergei Borisovich VassilenkoCurian Capital, LLC otherKey Investment Services LLC otherOtherApr 7, 2009May 21, 2009 (44 d)
Timothy Paul AnselmiCurian Capital, LLC otherOsaic Fa, Inc. otherOtherJun 24, 2008Aug 4, 2008 (41 d)
Kevin William CampbellCurian Capital, LLC otherIntervest International, Inc. otherOtherDec 11, 2007Sep 22, 2006
Rodger Adam HoofnagleCurian Capital, LLC otherNfp Advisor Services, LLC otherOtherAug 20, 2007Dec 17, 2007 (119 d)
Leah Odonell RyanCurian Capital, LLC otherOsaic Wealth, Inc. otherOtherJul 24, 2007Jun 26, 2009 (703 d)
Mark Paul SchoenbeckCurian Capital, LLC otherAssetmark, Inc. otherOtherApr 12, 2007Oct 6, 2008 (543 d)
David Allan DietzlerCurian Capital, LLC otherJohn Hancock Investment Management LLC otherOtherAug 14, 2006Oct 13, 2006 (60 d)
Jeffrey Michael MinerCurian Capital, LLC otherSchwab Wealth Advisory, Inc. otherOtherMay 8, 2006Jul 22, 2015 (3362 d)
Vincent Franklin LavertyCurian Capital, LLC otherCitigroup Global Markets Inc. otherOtherDec 21, 2005Mar 23, 2005
Patrick Shawn ScarboroughCurian Capital, LLC otherSecurities America Advisors, Inc. otherOtherNov 21, 2005Dec 9, 2005
Kim A RichardsonCurian Capital, LLC otherAssociated Securities Corp. unclassifiedOtherJun 20, 2005Jul 25, 2005 (35 d)
Jerome Barber MooreCurian Capital, LLC otherAmerican Century Advisory Services, Inc. no RAUMOtherMar 22, 2005Apr 27, 2006 (401 d)
David Walter RydzeskiCurian Capital, LLC otherPnc Wealth Management otherOtherDec 17, 2004Apr 24, 2017 (4511 d)
James Randall WebbCurian Capital, LLC otherNationwide Investment Services Corporation unclassifiedOtherDec 17, 2004Apr 18, 2005 (122 d)
Edward Charles KellyCurian Capital, LLC otherNationwide Investment Services Corporation unclassifiedOtherDec 17, 2004May 13, 2005 (147 d)
Carter Andrew HatchCurian Capital, LLC otherReap In Wealth Management, LLC state registeredOtherDec 17, 2004Jul 16, 2026 (7881 d)
John Richard BerryCurian Capital, LLC otherEdward Jones national BDOtherJul 20, 2004Aug 3, 2004
Cary Ross ChapmanCurian Capital, LLC otherRocky Mountain Wealth Advisors, LLC unclassifiedOtherJul 7, 2004Jul 7, 2004
David Phillip StoneCurian Capital, LLC otherSagepoint Financial, Inc. otherOtherJun 2, 2004Nov 20, 2015 (4188 d)
Brian Charles LauxCurian Capital, LLC otherRussell Investments otherOtherDec 1, 2003Jun 30, 2005 (577 d)
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149 moves match.