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 Rb Capital 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.

AdvisorFromToTypeLeftRegistered
Carl Howard DemartiniChd Investment Management, LLC unclassifiedRb Capital Management, LLC independent RIAOtherApr 8, 2025Apr 3, 2025
John Philip BankovitchPortsmouth Financial Services unclassifiedRb Capital Management, LLC independent RIAOtherDec 31, 2024Dec 23, 2024
Justin Michael SloanBuckingham Strategic Wealth, LLC independent RIARb Capital Management, LLC independent RIARIA to RIAJun 28, 2022May 6, 2022
Kent Allen JohnsonGyl Financial Synergies, LLC mixed wealthRb Capital Management, LLC independent RIARIA to RIAMay 11, 2022Jun 15, 2023 (400 d)
Daniel Allen BarnesBarnes Capital unclassifiedRb Capital Management, LLC otherOtherMay 8, 2021Nov 29, 2006
Gary Scott DemeraFsc Securities Corporation otherRb Capital Management, LLC otherOtherMar 23, 2017Jun 28, 2016
Willington Tai FongFsc Securities Corporation otherRb Capital Management, LLC otherOtherMar 23, 2017Mar 9, 2018 (351 d)
John Eugene MartyCetera Advisors LLC otherRb Capital Management, LLC otherOtherApr 18, 2016Apr 1, 2016
Kevin William La MontCsenge Advisory Group, LLC otherRb Capital Management, LLC otherOtherFeb 3, 2012Jan 19, 2016 (1446 d)
Joshua Allen CarpenterSloan Investment Advisors LLC unclassifiedRb Capital Management, LLC otherOtherMay 3, 2011Jan 8, 2016 (1711 d)
Kevin William La MontQuest Capital Strategies, Inc. otherRb Capital Management, LLC otherOtherMar 17, 2011Apr 14, 2011
Jonathan Patrick DonahueEla Capital Management LLC unclassifiedRb Capital Management, LLC otherOtherFeb 12, 2010Feb 14, 2018 (2924 d)
John Eugene MartyGunnallen Financial, Inc unclassifiedRb Capital Management, LLC otherOtherOct 11, 2004Jun 14, 2005 (246 d)
Kevin Christopher HookGunnallen Financial, Inc unclassifiedRb Capital Management, LLC otherOtherOct 11, 2004May 25, 2005 (226 d)
Craig Crofton FriedersGunnallen Financial, Inc unclassifiedRb Capital Management, LLC otherOtherOct 6, 2004Jun 14, 2005 (251 d)
Robert John LeiphartGunnallen Financial, Inc unclassifiedRb Capital Management, LLC otherOtherOct 6, 2004Jun 13, 2005 (250 d)
Joshua Allen CarpenterGunnallen Financial, Inc unclassifiedRb Capital Management, LLC otherOtherOct 6, 2004Aug 25, 2005 (323 d)
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17 moves match.