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 Rather & Kittrell, 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
Nathan Ryan MillerS.E.E.D. Planning Group, LLC independent RIARather & Kittrell, Inc. independent RIARIA to RIAOct 22, 2025Mar 2, 2026 (131 d)
Darrien ReasonoverSilver Oak Securities, Inc. BD affiliatedRather & Kittrell, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2024Jan 23, 2025 (83 d)
Monica Kostrzewa IvinsCreative Planning Institutional Advisors, LLC institutionalRather & Kittrell, Inc. independent RIAOtherSep 11, 2023Sep 27, 2023
Hannah Rose WhatleyFidelity Personal And Workplace Advisors BD affiliatedRather & Kittrell, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2021Jul 16, 2021
Francis Spencer-Skee OrrCredit Union Investment Services state registeredRather & Kittrell, Inc. independent RIAOtherSep 14, 2016May 30, 2018 (623 d)
Joanna Bryant SmithInvest Financial Corporation otherRather & Kittrell, Inc. otherOtherNov 23, 2015Apr 8, 2016 (137 d)
Nathan Kelly SmithPya Waltman Capital, LLC otherRather & Kittrell, Inc. otherOtherApr 30, 2015Apr 8, 2016 (344 d)
Wesley Spaulding BrownApc Financial Planning otherRather & Kittrell, Inc. otherOtherOct 30, 2014Dec 5, 2014 (36 d)
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8 moves match.