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 Kingfisher Capital, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Howell Knight Hallett | Wealthtrust Advisors unclassified | Kingfisher Capital, LLC other | Other | Jun 30, 2009 | Jun 30, 2009 |
| Edward Brian Smyth | Wealthtrust Advisors unclassified | Kingfisher Capital, LLC other | Other | Jun 30, 2009 | Jun 30, 2009 |
| William Townson Grasty | Wealthtrust Advisors unclassified | Kingfisher Capital, LLC other | Other | Jun 30, 2009 | Jun 30, 2009 |
| Alexander Bateman Miles | Wealthtrust Advisors unclassified | Kingfisher Capital, LLC other | Other | Jun 30, 2009 | Jul 2, 2009 |
| Bert Lester Bennett | Wells Fargo Advisors wirehouse | Kingfisher Capital, LLC other | Other | May 2, 2005 | Jul 19, 2011 (2269 d) |
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5 moves match.