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 Kraft Asset Management, LLC
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 |
|---|---|---|---|---|---|
| Deana Hyde | J.P. Morgan Securities LLC wirehouse | Kraft Asset Management, LLC independent RIA | Wirehouse to independent RIA | Sep 29, 2023 | Oct 16, 2023 |
| Jayson Patrick O'Connor | Premier Wealth Advisors, LLC independent RIA | Kraft Asset Management, LLC independent RIA | RIA to RIA | Mar 12, 2021 | Apr 13, 2021 (32 d) |
| Kelsey Ann Kennedy | Raymond James Financial Services Advisors, Inc BD affiliated | Kraft Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2019 | Feb 7, 2020 (84 d) |
| James Patrick Greek | Truist Advisory Services, Inc. other | Kraft Asset Management, LLC independent RIA | Other | Nov 29, 2017 | Feb 1, 2018 (64 d) |
| William Henry Braddy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Kraft Asset Management, LLC other | Other | Jan 14, 2014 | Feb 21, 2014 (38 d) |
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5 moves match.