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 Knox Capital Advisors, 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
Brodie Dean BarnesKnox Capital Advisors, LLC independent RIACaptrust otherOtherDec 18, 2018Jan 2, 2018
Lynn A. GilbertKnox Capital Advisors, LLC independent RIAMagellan Capital LLC unclassifiedOtherDec 18, 2018Jan 21, 2020 (399 d)
Donna Krager LyonKnox Capital Advisors, LLC independent RIACaptrust institutionalOtherApr 16, 2018Apr 16, 2018
Christopher William JeppsonKnox Capital Advisors, LLC otherCaptrust otherOtherDec 31, 2017Feb 1, 2018 (32 d)
Brett JohnsonKnox Capital Advisors, LLC otherCaptrust otherOtherDec 31, 2017Feb 1, 2018 (32 d)
Danika Wright GlauserKnox Capital Advisors, LLC otherCaptrust otherOtherDec 31, 2017Feb 2, 2018 (33 d)
Leland Stanford McculloughKnox Capital Advisors, LLC otherCaptrust otherOtherDec 31, 2017Feb 1, 2018 (32 d)
Robert Bruce ReayKnox Capital Advisors, LLC otherJ.P. Morgan Securities LLC wirehouseOtherDec 14, 2017Feb 27, 2018 (75 d)
Jeffrey Carl IngersollKnox Capital Advisors, LLC otherAllegis Investment Advisors, LLC otherOtherApr 28, 2016Apr 28, 2016
Tanner Wesson WellsKnox Capital Advisors, LLC otherWittman Capital Management Investment & Estate Counsel,LLC unclassifiedOtherDec 15, 2015Feb 2, 2016 (49 d)
Robert Paul AamodtKnox Capital Advisors, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherApr 10, 2015Apr 14, 2015
Eddie Ray SnowKnox Capital Advisors, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherApr 10, 2015Apr 14, 2015
Kyle David WilhelmKnox Capital Advisors, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherApr 10, 2015Apr 14, 2015
Benjamin Joseph WalkerKnox Capital Advisors, LLC otherTaylor Derrick Capital, L.L.C. asset managerOtherAug 27, 2014Oct 15, 2024 (3702 d)
Terra Jo ThurgoodKnox Capital Advisors, LLC otherThe Martin Worley Group otherOtherDec 17, 2013Feb 10, 2015 (420 d)
James Rhead SweeneyKnox Capital Advisors, LLC otherThe Martin Worley Group otherOtherDec 17, 2013Feb 10, 2015 (420 d)
Michelle Dawn FranceKnox Capital Advisors, LLC otherLefavi Wealth Management otherOtherJun 15, 2012Jun 18, 2012
Bradford Todd WilliamsKnox Capital Advisors, LLC otherZions Capital Advisors, Inc. otherOtherMar 21, 2012Jul 6, 2012 (107 d)
Philip John WoodlandKnox Capital Advisors, LLC otherOsaic Fa, Inc. otherOtherMar 8, 2012Jun 17, 2014 (831 d)
Ryan Matthew DayKnox Capital Advisors, LLC otherCincinnati Analysts, Inc otherOtherNov 18, 2011Dec 22, 2011 (34 d)
Jeffrey T BarrickKnox Capital Advisors, LLC otherStrategic Advisers LLC national BDOtherJan 13, 2011May 11, 2011 (118 d)
Kerry Glen JuddKnox Capital Advisors, LLC otherMsi Financial Services, Inc. otherOtherFeb 19, 2010Mar 17, 2010
James Brett BellistonKnox Capital Advisors, LLC otherZions Capital Advisors, Inc. otherOtherApr 15, 2009Apr 18, 2011 (733 d)
Charles Ryan DunnKnox Capital Advisors, LLC otherPark Avenue Securities LLC otherOtherFeb 28, 2008Jul 13, 2009 (501 d)
Jeffrey Carl IngersollKnox Capital Advisors, LLC otherInsphere Securities, Inc. unclassifiedOtherOct 18, 2007Apr 7, 2008 (172 d)
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25 moves match.