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 Kernodle & Katon Tax And Asset Management Group
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 |
|---|---|---|---|---|---|
| Jeffery Kernodle | Kernodle & Katon Tax And Asset Management Group other | United Capital Financial Advisors other | Other | Aug 11, 2017 | Aug 11, 2017 |
| Ellis Martin Sloan | Kernodle & Katon Tax And Asset Management Group other | Apex Wealth Management state registered | Other | Jun 21, 2017 | Jun 27, 2017 |
| Thomas Jason Knight | Kernodle & Katon Tax And Asset Management Group other | Sowell Management other | Other | Jun 1, 2017 | Jun 14, 2017 |
| Nathan Reed Green | Kernodle & Katon Tax And Asset Management Group other | Simmons First Investment Group, Inc. other | Other | Dec 18, 2014 | Feb 24, 2015 (68 d) |
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4 moves match.