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 Karner Blue Capital, 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 |
|---|---|---|---|---|---|
| Vicki Lynn Benjamin | Karner Blue Capital, LLC mixed wealth | Stance Capital LLC asset manager | Other | Jun 28, 2024 | Jun 22, 2026 (724 d) |
| Andrew Kurt Niebler | Karner Blue Capital, LLC mixed wealth | Stance Capital LLC asset manager | Other | Jun 28, 2024 | May 29, 2026 (700 d) |
| Wilson Collett Kistler | Karner Blue Capital, LLC asset manager | Janney Montgomery Scott LLC BD affiliated | Other | May 28, 2020 | Jul 7, 2022 (770 d) |
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3 moves match.