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 Raub Brock Capital Management, LP
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 |
|---|---|---|---|---|---|
| Jason Patrick Rodnick | Raub Brock Capital Management, LP mixed wealth | Osborne Partners independent RIA | RIA to RIA | Nov 6, 2018 | Nov 14, 2018 |
| Corey Bryant Long | Raub Brock Capital Management, LP mixed wealth | Polaris Wealth Advisory Group independent RIA | RIA to RIA | Apr 23, 2018 | Apr 24, 2018 |
| William James Steinberger | Raub Brock Capital Management, LP other | Buckingham Strategic Wealth, LLC other | Other | Oct 13, 2016 | Nov 3, 2016 |
| David Bruce Lawrence | Raub Brock Capital Management, LP other | Willow Creek Wealth Management, Inc. independent RIA | Other | Oct 6, 2015 | Nov 25, 2024 (3338 d) |
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4 moves match.