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 Ebert Capital Management Inc.
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 |
|---|---|---|---|---|---|
| Conrad Wright | Ebert Capital Management Inc. independent RIA | Corient independent RIA | RIA to RIA | Nov 5, 2025 | Jan 30, 2026 (86 d) |
| Rebekah Yvonne Mull | Ebert Capital Management Inc. independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Jun 2, 2022 | Sep 8, 2022 (98 d) |
| Heather Diane Ponsano | Ebert Capital Management Inc. independent RIA | Cuna Brokerage Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2019 | Jun 21, 2019 (71 d) |
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3 moves match.