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 Kendall Capital Management
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Adam James Platt | Bogart Wealth, LLC independent RIA | Kendall Capital Management independent RIA | RIA to RIA | Oct 3, 2025 | Oct 24, 2025 |
| James David Walker | Mckinley Carter Wealth Services, Inc. independent RIA | Kendall Capital Management independent RIA | RIA to RIA | Jul 15, 2022 | Jul 11, 2022 |
| Brian Gibbon Mattox | Andersen other | Kendall Capital Management other | Other | Feb 26, 2018 | Mar 6, 2018 |
| Carol Larissa Petrov | Morgan Stanley wirehouse | Kendall Capital Management other | Other | May 27, 2014 | May 22, 2014 |
| Clark Alan Kendall | Potomac Asset Management Co Inc other | Kendall Capital Management other | Other | Sep 23, 2005 | Mar 25, 2005 |
Page 1 of 1
5 moves match.