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 Knox Capital Advisors, 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
Jeffrey Carl IngersollJ P Turner & Company Capital Management, LLC otherKnox Capital Advisors, LLC otherOtherNov 27, 2013Dec 20, 2013
Eddie Ray SnowRaymond James Financial Services Advisors, Inc otherKnox Capital Advisors, LLC otherOtherJan 18, 2011Jan 19, 2011
Robert Paul AamodtUnited Planners' Financial Services Of America A Limited Partner otherKnox Capital Advisors, LLC otherOtherDec 31, 2010Jan 18, 2011
Terra Jo ThurgoodUnited Planners' Financial Services Of America A Limited Partner otherKnox Capital Advisors, LLC otherOtherDec 31, 2010Jan 11, 2011
Michelle Dawn FranceGeneos Wealth Management, Inc. otherKnox Capital Advisors, LLC otherOtherApr 30, 2010Jan 13, 2009
Christopher William JeppsonGeneos Wealth Management, Inc. otherKnox Capital Advisors, LLC otherOtherDec 31, 2008Jan 8, 2009
Charles Ryan DunnGeneos Wealth Management, Inc. otherKnox Capital Advisors, LLC otherOtherMar 7, 2007Mar 7, 2007
Kerry Glen JuddM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherJan 24, 2006Jan 26, 2006
Brodie Dean BarnesM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherJan 24, 2006Jan 26, 2006
Brett JohnsonM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherJan 24, 2006Jan 26, 2006
Jeffrey Carl IngersollM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherSep 2, 2005Feb 16, 2006 (167 d)
Ryan Matthew DayM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherAug 5, 2005Aug 4, 2005
Bradford Todd WilliamsM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherJul 21, 2005Aug 4, 2005
James Brett BellistonM Holdings Securities, Inc. otherKnox Capital Advisors, LLC otherOtherJun 2, 2004Jun 3, 2004
Page 1 of 1
14 moves match.