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

Arrivals at Stancorp Investment Advisers, 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.

Advisor	From	To	Type	Left	Registered
Jennifer Anne Gage	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Oct 9, 2008	Apr 5, 2012 (1274 d)
Jon S Ogren	Northwestern Mutual Investment Services,LLC other	Stancorp Investment Advisers, Inc. other	Other	Apr 7, 2008	Apr 29, 2008
Larry Joseph Costa	Fifth Third Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jan 11, 2008	Feb 26, 2010 (777 d)
Theodore William Rhinehart	Valley Forge Asset Management, LLC other	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2007	Jan 16, 2008
Chad Ashton Kasper	Russell Investments other	Stancorp Investment Advisers, Inc. other	Other	Dec 21, 2007	Apr 11, 2008 (112 d)
Todd Van Smithpeter	Masterplan Advisors, Inc. unclassified	Stancorp Investment Advisers, Inc. other	Other	Sep 13, 2007	Oct 15, 2007 (32 d)
Laura Gorman Chernov	Lnw other	Stancorp Investment Advisers, Inc. other	Other	Aug 15, 2007	Aug 22, 2007
Timothy John Hierlmaier	Ameriprise Financial Services, LLC national BD	Stancorp Investment Advisers, Inc. other	Other	Apr 24, 2007	Feb 3, 2023 (5764 d)
Richard Dennis Pearce	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Mar 27, 2007	Mar 27, 2007
Dbie Anna Johnson	Fourth Street Performance Partners, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Feb 23, 2007	Apr 4, 2007 (40 d)
Jennifer Tracey Kirby	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
James Robert Klomparens	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Frank Hudson Elmer	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Neal John Bransford	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
James Patrick Anderson	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Timothy Allen Cole	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Charles Howard Kennedy	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Richard John Rocco	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Daniel James Dingus	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Craig Alan Boyer	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jun 1, 2015 (3073 d)
Natalie Fong	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Bradley David Ferguson	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Jason Jakobi Maxey	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Melody Thomas	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Michael Lance Rogers	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
William Robert Posch	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Steven Thomas Burnett	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Mark Stephen Nicholas	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
William Frank Fedzen	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Christina Diane Ferguson	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Jeffrey Lee Hurst	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jan 1, 2007	Jan 1, 2007
Alexander Fergus Case Williamson	Lakeridge Financial Partners LLC unclassified	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2006	Nov 8, 2006
Erin Lee Eddins	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Nov 14, 2006	Nov 8, 2006
Randy Oneil Cater	Cuna Brokerage Services, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jun 1, 2006	Aug 7, 2006 (67 d)
William Jonathan Bettis	Morgan Stanley Dw Inc. unclassified	Stancorp Investment Advisers, Inc. other	Other	Apr 18, 2006	Jun 27, 2007 (435 d)
Christopher Lawrence Nelson	Kms Financial Services, Inc other	Stancorp Investment Advisers, Inc. other	Other	Feb 13, 2006	Apr 26, 2007 (437 d)
Ross Lopez	Brecek & Young Advisors, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Oct 27, 2005	Mar 21, 2006 (145 d)
Paul J Cook	Valley Forge Asset Management, LLC other	Stancorp Investment Advisers, Inc. other	Other	Oct 4, 2005	Mar 19, 2007 (531 d)
Timothy John Kroon	Marathon Advisors, Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Jun 10, 2005	Feb 29, 2008 (994 d)
Keith Graham Nilsen	Invesmart Advisors Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Dec 7, 2004	Jul 6, 2011 (2402 d)

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100 moves match.