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 Kiker Wealth Management, 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
John Hardin AlexanderRaymond James & Associates, Inc. national BDKiker Wealth Management, LLC otherOtherAug 30, 2017Sep 26, 2017
Paul Kell KikerLPL Financial LLC otherKiker Wealth Management, LLC otherOtherOct 6, 2010Aug 31, 2010
Ryan James FlorenceLPL Financial LLC otherKiker Wealth Management, LLC otherOtherMay 19, 2010May 6, 2011 (352 d)
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3 moves match.