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 Kibble & Prentice Holding Company

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
Richard EganRa Bench, Inc unclassifiedKibble & Prentice Holding Company otherOtherMar 22, 2010Apr 6, 2010
Keith R CapassoRa Bench, Inc unclassifiedKibble & Prentice Holding Company otherOtherMar 22, 2010Apr 6, 2010
Melody ThomasStancorp Investment Advisers, Inc. otherKibble & Prentice Holding Company otherOtherMar 23, 2009Jun 2, 2009 (71 d)
Steven Gary HoglundLPL Financial LLC otherKibble & Prentice Holding Company otherOtherApr 15, 2008May 7, 2008
Michael Thomas Van Der VeldenKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Sep 27, 2005 (652 d)
Dallas Lawrence OtterKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Sep 27, 2005 (652 d)
Joseph Patrick StreckerKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Oct 6, 2005 (661 d)
Brian Douglas OrtonKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Oct 6, 2005 (661 d)
James Mathew FritsKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Oct 6, 2005 (661 d)
Derek Ashton CrumpKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Oct 6, 2005 (661 d)
Truong Quoc TangKibble & Prentice, Inc. unclassifiedKibble & Prentice Holding Company otherOtherDec 15, 2003Oct 6, 2005 (661 d)
Kory Christiaan LackeyElliott Cove Capital Management otherKibble & Prentice Holding Company otherOtherMay 29, 2003Aug 3, 2006 (1162 d)
Rodney Allen BenchNathan & Lewis Securities, Inc. unclassifiedKibble & Prentice Holding Company otherOtherNov 13, 2002Apr 6, 2010 (2701 d)
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13 moves match.