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 South Texas Money Management, Ltd.

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
Michelle Renae Scarver	Exencial Wealth Advisors independent RIA	South Texas Money Management, Ltd. independent RIA	RIA to RIA	Dec 31, 2018	Jan 7, 2019
David Wright Mize	Mustang Wealth Management unclassified	South Texas Money Management, Ltd. other	Other	Dec 31, 2017	Jan 18, 2018
Leeann Thiessen Iacona	Wells Fargo Advisors wirehouse	South Texas Money Management, Ltd. other	Other	Jan 21, 2016	Apr 5, 2016 (75 d)
Mark Anthony Salazar	J.P. Morgan Securities LLC wirehouse	South Texas Money Management, Ltd. other	Other	Dec 8, 2015	Jan 20, 2016 (43 d)
Jeffrey Charles Kikel	Edward Jones national BD	South Texas Money Management, Ltd. other	Other	Dec 15, 2014	Jan 14, 2015
Julia Yuryevna Gavrilov	Per Stirling Capital Management, LLC other	South Texas Money Management, Ltd. other	Other	Nov 14, 2014	Mar 18, 2015 (124 d)
Michael Damien Johnston	Usaa Financial Planning Services no RAUM	South Texas Money Management, Ltd. other	Other	May 21, 2014	Apr 5, 2016 (685 d)
Leah Rebecca Bennett	King Investment Advisors, Inc. other	South Texas Money Management, Ltd. other	Other	Aug 1, 2013	Aug 15, 2013
Benjamin Bentley Napier	Cutlass Investment Consulting, LLC unclassified	South Texas Money Management, Ltd. other	Other	Dec 31, 2010	Feb 1, 2011 (32 d)
Jeffery Albert Ready	Charles Schwab & Co., Inc. national BD	South Texas Money Management, Ltd. other	Other	Jul 7, 2009	Jul 16, 2009
Christina Kahn Lecholop	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	South Texas Money Management, Ltd. other	Other	Apr 17, 2009	Apr 28, 2009
Kenzie L Conway	Charles Schwab & Co., Inc. national BD	South Texas Money Management, Ltd. other	Other	Apr 1, 2009	Sep 26, 2013 (1639 d)
Frederick Bramlette Labatt	Glass Wealth Management Co., LLC other	South Texas Money Management, Ltd. other	Other	Jun 22, 2007	Jul 17, 2007
Edwin Charles Kreusel	Mastrapasqua Asset Management unclassified	South Texas Money Management, Ltd. other	Other	Jan 8, 2007	Aug 25, 2006
Pamela Matlock Krueger	Third Coast Wealth Advisors, Inc. unclassified	South Texas Money Management, Ltd. other	Other	Nov 9, 2006	Jul 11, 2006

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15 moves match.