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 Kingfisher Capital, 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
Howell Knight HallettKingfisher Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 7, 2024Nov 1, 2023
Edward Brian SmythKingfisher Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 7, 2024Nov 1, 2023
Alexander Bateman MilesKingfisher Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 7, 2024Oct 27, 2023
Hanna H YesufKingfisher Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 7, 2024Oct 31, 2023
Nicole BrandonKingfisher Capital, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIANov 7, 2024Oct 27, 2023
Kevin Lee PollardKingfisher Capital, LLC otherLPL Financial LLC otherOtherMar 27, 2017Apr 25, 2017
William Townson GrastyKingfisher Capital, LLC otherBison Wealth, LLC otherOtherOct 1, 2013Sep 4, 2013
Bert Lester BennettKingfisher Capital, LLC otherAdvice And Planning Services otherOtherOct 24, 2011Feb 6, 2015 (1201 d)
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8 moves match.