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 Kavar Capital Partners, 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 |
|---|---|---|---|---|---|
| John Nemmers | Kavar Capital Partners, LLC independent RIA | Onedigital institutional | Other | Oct 1, 2020 | Jan 4, 2021 (95 d) |
| Richard Blake Briscoe | Kavar Capital Partners, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Oct 2, 2019 | Jan 7, 2020 (97 d) |
| Lisa Marie Gabriel | Kavar Capital Partners, LLC other | Sunset Financial Services, Inc. other | Other | Nov 3, 2011 | Nov 14, 2011 |
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3 moves match.