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 Samson Capital Management, 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 |
|---|---|---|---|---|---|
| Nathan Michael Wehrman | Samson Capital Management, LLC mixed wealth | Umb Private Wealth Management, LLC mixed wealth | RIA to RIA | Nov 4, 2019 | Aug 18, 2023 (1383 d) |
| Rachel Elizabeth Kotubey | Samson Capital Management, LLC other | Dimensional Fund Advisors LP other | Other | Jan 29, 2014 | Jul 14, 2014 (166 d) |
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2 moves match.