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 Yellowstone Partners

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 Loal AndersonYellowstone Partners independent RIADynamic otherOtherNov 13, 2018Mar 5, 2018
Justin Brooks HardestyYellowstone Partners independent RIADynamic otherOtherApr 30, 2018Mar 16, 2018
Matthew Robert HansenYellowstone Partners independent RIADynamic otherOtherApr 30, 2018Mar 23, 2018
Mark Robert MinarikYellowstone Partners independent RIADynamic otherOtherApr 30, 2018Mar 23, 2018
Timothy William FloydYellowstone Partners independent RIATownsquare Capital, LLC mixed wealthRIA to RIAApr 27, 2018Apr 24, 2018
Donald Cutler WiscombYellowstone Partners independent RIADynamic otherOtherApr 3, 2018Mar 5, 2018
Mark Stephen JohnsonYellowstone Partners independent RIADynamic otherOtherApr 3, 2018Mar 5, 2018
Laura Alice EvansYellowstone Partners independent RIADynamic otherOtherApr 3, 2018Mar 5, 2018
Brock Benjamin BowdenYellowstone Partners independent RIADynamic otherOtherApr 3, 2018Mar 5, 2018
Charles Steven SeraYellowstone Partners otherCatalina Wealth Partners, LLC unclassifiedOtherMar 5, 2018Jul 10, 2018 (127 d)
Richard Kent BairdYellowstone Partners otherHolly Street Wealth Advisors otherOtherOct 11, 2017Apr 10, 2017
Adam Jeffrey FullmerYellowstone Partners otherCambridge Investment Research Advisors, Inc. otherOtherMay 15, 2017Feb 9, 2017
Kevin Michael DonovanYellowstone Partners otherRBC Capital Markets, LLC national BDOtherApr 10, 2017Jan 3, 2017
James Patrick JenkinsYellowstone Partners otherCambridge Investment Research Advisors, Inc. otherOtherFeb 15, 2017Feb 16, 2017
Bradley Jay ChristensenYellowstone Partners otherAllegis Investment Advisors, LLC otherOtherDec 7, 2016Nov 15, 2016
Joshua ManwaringYellowstone Partners otherSecure Investment Management, LLC otherOtherMar 9, 2016Jul 6, 2016 (119 d)
George Michael PerrosYellowstone Partners otherEncompass Financial Advisors LLC unclassifiedOtherMar 6, 2015Feb 24, 2015
Ross Morrell BowenYellowstone Partners otherForesight Wealth Management, LLC otherOtherMar 27, 2012Mar 27, 2012
John Franklyn Lutz Jr.Yellowstone Partners otherAmerican Wealth Management, Inc. otherOtherDec 20, 2011Dec 20, 2011
Eric Quinton StatsYellowstone Partners otherBrighton Wealth Management, Inc. otherOtherMar 1, 2011Mar 3, 2011
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20 moves match.