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 Keb Wealth Advisors

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
Jared Michael Van SlykeProsperity Capital Advisors independent RIAKeb Wealth Advisors independent RIARIA to RIAMar 25, 2024Jun 20, 2024 (87 d)
Ross Alan HagerRaymond James Financial Services Advisors, Inc BD affiliatedKeb Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2019May 8, 2019 (33 d)
Christopher Joseph BraunerBuckingham Strategic Wealth, LLC otherKeb Wealth Advisors independent RIAOtherOct 13, 2016Aug 23, 2024 (2871 d)
Trevor S WallnerCambridge Investment Research Advisors, Inc. otherKeb Wealth Advisors otherOtherJun 16, 2016Jun 14, 2016
Justin Paul MasonMidwestern Securities Trading Co.,LLC otherKeb Wealth Advisors otherOtherMar 6, 2013Mar 18, 2013
Steven Matthew DumstorffPritchard Osborne Financial Services, LLC unclassifiedKeb Wealth Advisors otherOtherFeb 12, 2013Feb 19, 2013
Gina Maria ReevesPritchard Osborne Financial Services, LLC unclassifiedKeb Wealth Advisors otherOtherFeb 12, 2013Feb 19, 2013
Susan Lynn ShackelfordBuckingham Strategic Wealth, LLC otherKeb Wealth Advisors otherOtherAug 27, 2010Jan 19, 2011 (145 d)
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8 moves match.