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 Curi Capital

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
Cameron John RosenowCuri Capital mixed wealthNorthrock Partners, LLC independent RIARIA to RIAAug 4, 2023Aug 4, 2023
Erin Tobin RogersCuri Capital mixed wealthNorthrock Partners, LLC independent RIARIA to RIAAug 4, 2023Aug 4, 2023
Joseph Allen DillonCuri Capital mixed wealthCreative Planning independent RIARIA to RIAMar 8, 2023Mar 13, 2023
Thomas Vincent KellyCuri Capital independent RIAKelly Investment Management, LLC state registeredRIA to a state-registered adviserDec 7, 2021Jan 13, 2023 (402 d)
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4 moves match.