DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Kb Financial Partners, 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.

AdvisorFromToTypeLeftRegistered
Graham C ClarkeNorthwestern Mutual Investment Services,LLC no RAUMKb Financial Partners, LLC independent RIAOtherJul 18, 2018Mar 18, 2020 (609 d)
Elliot J SilversteinEquitable Advisors, LLC national BDKb Financial Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2016Sep 14, 2018 (795 d)
Gregory Edward ShulmanKingsbridge Advisors, LLC state registeredKb Financial Partners, LLC otherOtherJun 6, 2013Jun 12, 2012
William Henry DamoraKingsbridge Advisors, LLC state registeredKb Financial Partners, LLC otherOtherJun 6, 2013Apr 17, 2012
James David KaplanEquitable Advisors, LLC national BDKb Financial Partners, LLC otherOtherApr 12, 2012Jul 28, 2000
Louis Clay FancherEquitable Advisors, LLC national BDKb Financial Partners, LLC otherOtherApr 12, 2012Nov 14, 2002
Daniel Jaman FurinessEquitable Advisors, LLC national BDKb Financial Partners, LLC otherOtherApr 12, 2012Sep 7, 2006
Brad Kenneth HeindelMorgan Stanley Dw Inc. unclassifiedKb Financial Partners, LLC otherOtherMar 31, 2005Apr 21, 2005
Erik Nmn MosholtEquitable Advisors, LLC national BDKb Financial Partners, LLC otherOtherAug 11, 2004Jul 22, 2005 (345 d)
Amy Marie RotturaEquitable Advisors, LLC national BDKb Financial Partners, LLC otherOtherDec 11, 2002Nov 14, 2002
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10 moves match.