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 Zevenbergen Capital Investments 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
Kristie Anne GarrettBrighton Jones LLC independent RIAZevenbergen Capital Investments LLC otherOtherOct 20, 2020Mar 10, 2021 (141 d)
Brian Dean FickenCornerstone Advisors Inc otherZevenbergen Capital Investments LLC otherOtherJan 13, 2017Apr 8, 2026 (3372 d)
Manfred KantherWells Fargo Advisors wirehouseZevenbergen Capital Investments LLC otherOtherMay 7, 2009Jun 7, 2024 (5510 d)
Herbert Wallace AlbinZevenbergen Capital, Inc. unclassifiedZevenbergen Capital Investments LLC otherOtherNov 18, 2003Oct 29, 2003
Nancy Ann ZevenbergenZevenbergen Capital, Inc. unclassifiedZevenbergen Capital Investments LLC otherOtherNov 15, 2003Nov 15, 2003
Stein Andre HugusZevenbergen Capital, Inc. unclassifiedZevenbergen Capital Investments LLC otherOtherNov 15, 2003Nov 15, 2003
Deann Nichole CrossZevenbergen Capital, Inc. unclassifiedZevenbergen Capital Investments LLC otherOtherNov 15, 2003Nov 15, 2003
Susan Jane SchmatzhagenZevenbergen Capital, Inc. unclassifiedZevenbergen Capital Investments LLC otherOtherNov 15, 2003Nov 15, 2003
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8 moves match.