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 Bok Financial Private Wealth, 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
John KimHuntington Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2025Oct 27, 2025
George Cameron DecellBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2024Sep 26, 2023
Joseph Edward WeintraubAe Wealth Management, LLC BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2023Nov 7, 2023
Kyle Ray BowenBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 26, 2023Aug 15, 2019
Catherine Echon HaffnerTexas Capital Bank Private Wealth Advisors independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAJul 28, 2023Sep 25, 2023 (59 d)
Josh David LozowMercer Global Advisors Inc. independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAJun 30, 2023Apr 3, 2024 (278 d)
Jonathon Durst McadamsExencial Wealth Advisors independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAApr 14, 2023May 17, 2024 (399 d)
Justin BrownBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2022May 24, 2021
Christian Strauss O'DwyerUBS Financial Services Inc. wirehouseBok Financial Private Wealth, Inc. independent RIAWirehouse to independent RIAApr 12, 2022Apr 19, 2022
Brian Philip QuillBok Financial Asset Management, Inc. institutionalBok Financial Private Wealth, Inc. independent RIAOtherDec 6, 2021May 1, 2019
Edward H. ArnoldBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2021Jul 14, 2021
Robert AlexandrovicTedstrom Wealth Advisors, Inc. unclassifiedBok Financial Private Wealth, Inc. independent RIAOtherMar 6, 2020Mar 5, 2020
Christopher Cline FreimuthCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAJan 16, 2020Jun 28, 2019
Daniel Evan OwensCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIADec 20, 2019Jul 1, 2019
Gordan Craig PostCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 31, 2019Jun 28, 2019
Rita Koch DayCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 31, 2019Jun 28, 2019
Sandra Loraine KnechtCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 31, 2019Jun 28, 2019
Juliet M HullCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 31, 2019Jun 28, 2019
Andres E RoodveldtCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 29, 2019Jun 28, 2019
Eric Lyle ChapmanCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAOct 29, 2019Jun 28, 2019
Martin Holtwick WalshLPL Financial LLC BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2019Oct 3, 2019
John KimCobiz Wealth independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAAug 19, 2019Jun 28, 2019
Eric Scott Holt7258 Wealth Management, Inc. otherBok Financial Private Wealth, Inc. independent RIAOtherDec 6, 2018Oct 26, 2018
Andrew Robert HicksBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. otherOtherSep 5, 2018Nov 18, 2016
Michael RobbBancwest Investment Services, Inc. (Bwis) BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2018Jun 21, 2018
Fenny JieBok Financial Advisors BD affiliatedBok Financial Private Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2018Feb 1, 2024 (2129 d)
David Charles SegoWeaver Wealth Management otherBok Financial Private Wealth, Inc. otherOtherNov 30, 2016Apr 20, 2016
Michael Douglas GleasonWeaver Wealth Management otherBok Financial Private Wealth, Inc. otherOtherAug 18, 2016Apr 20, 2016
Daniel Scott SonnenWeaver Wealth Management otherBok Financial Private Wealth, Inc. otherOtherAug 18, 2016Apr 20, 2016
Dana GreathouseProspera Financial Services, Inc. otherBok Financial Private Wealth, Inc. otherOtherMar 18, 2016Apr 15, 2016
Michael Joseph ZarichKing Investment Advisors, Inc. otherBok Financial Private Wealth, Inc. independent RIAOtherMay 6, 2015Feb 25, 2022 (2487 d)
Leah Beth ColletteJ.P. Morgan Securities LLC wirehouseBok Financial Private Wealth, Inc. independent RIAWirehouse to independent RIAMay 15, 2012Jun 9, 2026 (5138 d)
Clinton Wesley BarnesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Private Wealth, Inc. independent RIAWirehouse to independent RIAMar 24, 2010Sep 16, 2026 (6020 d)
David Eric BaysingerDeloitte Investment Advisors LLC unclassifiedBok Financial Private Wealth, Inc. otherOtherApr 30, 2003May 20, 2005 (751 d)
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34 moves match.