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 Kingsbury Capital Investment 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
James Robert McmillerKingsbury Capital Investment Advisors LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIAFeb 5, 2020Jan 27, 2020
Lee KalottaKingsbury Capital Investment Advisors LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankDec 18, 2018Mar 31, 2025 (2295 d)
Peter Vansise WrightKingsbury Capital Investment Advisors LLC independent RIAWright Benefit Advisors Inc. state registeredRIA to a state-registered adviserDec 12, 2017Dec 13, 2017
Andrew R ZimmerKingsbury Capital Investment Advisors LLC independent RIARaymond James Financial Services Advisors, Inc otherOtherSep 26, 2016Aug 30, 2016
Lawrence Michael DoodyKingsbury Capital Investment Advisors LLC independent RIAUhlmann Investment Management, L.L.C. otherOtherSep 30, 2013Sep 9, 2013
Marc Hadley PershanKingsbury Capital Investment Advisors LLC independent RIAValley Wealth Managers, Inc. independent RIARIA to RIASep 3, 2008Jul 17, 2023 (5430 d)
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6 moves match.