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 Keel Point 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Schuyler Andrew Huck | Keel Point Advisors, LLC other | Gulfstream Capital state registered | Other | Apr 2, 2013 | Jan 1, 2026 (4657 d) |
| Joshua Kenworthy Rivers | Keel Point Advisors, LLC other | Osaic Fa, Inc. other | Other | Aug 21, 2012 | Aug 29, 2012 |
| James Francis Murphy | Keel Point Advisors, LLC other | Avondale Partners, LLC other | Other | Aug 3, 2012 | Aug 9, 2012 |
| Trent James Templer | Keel Point Advisors, LLC other | Usaa Financial Planning Services no RAUM | Other | Jan 19, 2011 | Jan 26, 2011 |
| Bradley Jon Smith | Keel Point Advisors, LLC other | Mtx Wealth Management, LLC other | Other | Nov 23, 2010 | Nov 22, 2010 |
| Robert Estel Copeland | Keel Point Advisors, LLC other | Lake Street Advisors, LLC other | Other | Dec 12, 2008 | Jan 30, 2009 (49 d) |
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6 moves match.