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 Destiny Capital Corporation
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 |
|---|---|---|---|---|---|
| Courtney Gray Kenning | Mariner BD affiliated | Destiny Capital Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | May 14, 2025 |
| Jameson Alexander Holehouse | Secure Asset Management, L.L.C. independent RIA | Destiny Capital Corporation independent RIA | RIA to RIA | Apr 1, 2025 | May 15, 2025 (44 d) |
| Curtis Adam Burch | Briaud Financial Advisors independent RIA | Destiny Capital Corporation independent RIA | RIA to RIA | Sep 1, 2022 | Aug 26, 2022 |
| Adam Jeffrey Warren | Briaud Financial Advisors independent RIA | Destiny Capital Corporation independent RIA | RIA to RIA | Sep 1, 2022 | Oct 27, 2022 (56 d) |
| Jennifer Diane Bishop Krueger | Charles Schwab & Co., Inc. national BD | Destiny Capital Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2020 | Nov 11, 2020 (314 d) |
| Aaron Franklin Leatherwood | Schwab Wealth Advisory, Inc. BD affiliated | Destiny Capital Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2019 | May 23, 2019 |
| Tiffany J Charles | Park Avenue Securities LLC BD affiliated | Destiny Capital Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2018 | Sep 6, 2018 |
| Amy Michelle Bertle | Cri Securities, LLC other | Destiny Capital Corporation other | Other | Mar 21, 2016 | Mar 29, 2016 |
| Alison Leigh Yoder | Sharkey Howes & Javer Inc other | Destiny Capital Corporation other | Other | Jun 19, 2014 | Dec 10, 2015 (539 d) |
| Timothy Colin Doyle | LPL Financial LLC other | Destiny Capital Corporation independent RIA | Other | Nov 11, 2011 | Jul 19, 2022 (3903 d) |
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10 moves match.