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 Thun Financial Advisors
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 |
|---|---|---|---|---|---|
| David Allan Kuenzi | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Dec 7, 2020 | Jan 1, 2026 (1851 d) |
| Nancy Jean Metzger | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 1, 2020 |
| Richard Stanton Farmer | Thun Financial Advisors independent RIA | Walkner Condon Financial Advisors LLC independent RIA | RIA to RIA | Sep 30, 2020 | Sep 4, 2020 |
| Grace Trewartha | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 6, 2020 |
| Peter Sargent Sengelmann | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Aug 29, 2023 (1063 d) |
| Sylvain Ernest Michelin | Thun Financial Advisors independent RIA | Walkner Condon Financial Advisors LLC independent RIA | RIA to RIA | Sep 30, 2020 | Sep 4, 2020 |
| Kathy Marie Kaffer | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 2, 2020 |
| Francisco Xavier Aguilar Puyol | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 9, 2020 |
| Dustin J Mongler | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 5, 2020 |
| Jack William Thomas | Thun Financial Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 30, 2020 | Oct 2, 2020 |
| Keith Alan Poniewaz | Thun Financial Advisors independent RIA | Walkner Condon Financial Advisors LLC other | Other | Jan 15, 2019 | Jan 25, 2019 |
| Frederic A Behrens | Thun Financial Advisors independent RIA | Round Table Wealth Management independent RIA | RIA to RIA | Apr 18, 2018 | May 15, 2018 |
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12 moves match.