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 Cavanal Hill Investment Management, 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
Amir Hossein BehdadArvest Wealth Management independent RIACavanal Hill Investment Management, Inc. otherOtherNov 25, 2025Dec 9, 2025
Royce Bentley FarnamBok Financial Advisors BD affiliatedCavanal Hill Investment Management, Inc. otherOtherSep 10, 2021Nov 8, 2023 (789 d)
William James LambChartwell Investment Partners, LLC otherCavanal Hill Investment Management, Inc. otherOtherMay 19, 2021Jun 1, 2021
Catherine Lee DunnBok Financial Advisors otherCavanal Hill Investment Management, Inc. otherOtherSep 30, 2016Jul 15, 2025 (3210 d)
Scott Edwin DyeWaddell & Reed otherCavanal Hill Investment Management, Inc. otherOtherJun 2, 2016Oct 6, 2016 (126 d)
Cherie Jean JollyBok Financial Advisors otherCavanal Hill Investment Management, Inc. otherOtherMar 31, 2016Feb 27, 2014
Jeffrey Dean HrabeBok Financial Advisors otherCavanal Hill Investment Management, Inc. otherOtherMar 6, 2015Nov 1, 2013
Joseph Brian MondellM&T Securities, Inc. unclassifiedCavanal Hill Investment Management, Inc. otherOtherFeb 10, 2015Feb 2, 2015
Janice Marie PowellAmegy Investments, Inc. otherCavanal Hill Investment Management, Inc. otherOtherJun 23, 2014Jul 11, 2014
Michael Robert KraicsRussell Investments otherCavanal Hill Investment Management, Inc. otherOtherApr 15, 2014Dec 17, 2021 (2803 d)
Billy Bob KingBok Financial Advisors otherCavanal Hill Investment Management, Inc. otherOtherJan 8, 2013Jan 7, 2013
Douglas Christopher BrownBok Financial Advisors otherCavanal Hill Investment Management, Inc. otherOtherJul 27, 2012Feb 21, 2012
Christopher Adron StoryPnc Wealth Management otherCavanal Hill Investment Management, Inc. otherOtherDec 5, 2011Jan 11, 2017 (1864 d)
Catherine Lee DunnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCavanal Hill Investment Management, Inc. otherOtherDec 10, 2008Jan 7, 2016 (2584 d)
Michael P LukchisAllianz Global Investors Managed Accounts LLC otherCavanal Hill Investment Management, Inc. otherOtherAug 17, 2007May 1, 2017 (3545 d)
Brian Joseph MarkeyInvesco Aim Private Asset Management, Inc. unclassifiedCavanal Hill Investment Management, Inc. otherOtherJun 5, 2007Jul 2, 2009 (758 d)
Matthew C StephaniGreat Companies LLC unclassifiedCavanal Hill Investment Management, Inc. otherOtherJul 31, 2006Jun 12, 2006
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17 moves match.