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 United Capital Management Of Kansas, 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.

AdvisorFromToTypeLeftRegistered
Miranda Lounette EllisUnited Capital Management Of Kansas, Inc. independent RIAKovack Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2023Nov 9, 2023
Douglas Wayne MillerUnited Capital Management Of Kansas, Inc. independent RIAChief Advisors Corp state registeredRIA to a state-registered adviserApr 15, 2021May 10, 2021
Jacob Alan MossUnited Capital Management Of Kansas, Inc. independent RIARcm Wealth Advisors mixed wealthRIA to RIAAug 24, 2020Sep 2, 2020
Randall Alan FisherUnited Capital Management Of Kansas, Inc. otherIndependent Financial Partners otherOtherDec 6, 2017Aug 24, 2017
Christopher Michael GirouxUnited Capital Management Of Kansas, Inc. otherWaddell & Reed otherOtherJun 20, 2017Jun 19, 2017
Levi Kenneth HuncovskyUnited Capital Management Of Kansas, Inc. otherCreativeone Wealth, LLC independent RIAOtherJun 20, 2017Jun 14, 2021 (1455 d)
Jacob Bradley MarrsUnited Capital Management Of Kansas, Inc. otherWells Fargo Advisors wirehouseOtherJun 30, 2016May 2, 2016
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7 moves match.