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 Kavar Capital Partners, 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 |
|---|---|---|---|---|---|
| Richard Blake Briscoe | Palmer Square Capital Management LLC asset manager | Kavar Capital Partners, LLC independent RIA | Other | Apr 20, 2020 | Feb 8, 2019 |
| John Nagle | Moneta Group Investment Advisors, LLC other | Kavar Capital Partners, LLC other | Other | Nov 21, 2014 | Dec 2, 2014 |
| Tom S Boling | Cetera Planning Partners other | Kavar Capital Partners, LLC other | Other | Oct 7, 2013 | Oct 16, 2013 |
| Douglas George Ciocca | Securian Financial Services, Inc. other | Kavar Capital Partners, LLC other | Other | Feb 1, 2011 | Feb 11, 2011 |
| Lisa Marie Gabriel | Securian Financial Services, Inc. other | Kavar Capital Partners, LLC other | Other | Jan 11, 2011 | Feb 15, 2011 (35 d) |
Page 1 of 1
5 moves match.