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 United Capital Management Of Kansas, Inc.

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
Candice GrahamV Wealth Advisors LLC independent RIAUnited Capital Management Of Kansas, Inc. independent RIARIA to RIAMar 1, 2021Mar 8, 2021
Douglas Wayne MillerCharles Schwab & Co., Inc. national BDUnited Capital Management Of Kansas, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 15, 2019Mar 3, 2021 (474 d)
Mark Joseph HalpinOsaic Wealth, Inc. BD affiliatedUnited Capital Management Of Kansas, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2019May 21, 2019
Shannon Renee BenishCwm, LLC independent RIAUnited Capital Management Of Kansas, Inc. independent RIARIA to RIAMar 21, 2019Mar 25, 2019
Raymond Eugene HaskellCambridge Investment Research Advisors, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherJun 20, 2017Jun 28, 2017
Christopher Craig TripeWaddell & Reed otherUnited Capital Management Of Kansas, Inc. otherOtherNov 10, 2016Nov 14, 2016
Chad Mitchell KoehnSterne Agee Asset Management, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherSep 9, 2015Jan 20, 2012
Christopher Michael GirouxSterne Agee Asset Management, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherSep 9, 2015Jan 20, 2012
Ryan Jay KolzowSterne Agee Asset Management, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherSep 9, 2015Jan 20, 2012
Levi Kenneth HuncovskySterne Agee Asset Management, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherSep 9, 2015Jul 2, 2013
Jacob Bradley MarrsSterne Agee Asset Management, Inc. otherUnited Capital Management Of Kansas, Inc. otherOtherSep 3, 2015Aug 18, 2015
Jacob Alan MossWaddell & Reed otherUnited Capital Management Of Kansas, Inc. otherOtherAug 19, 2014Feb 11, 2015 (176 d)
Jerad Ross BuschFintegra, LLC otherUnited Capital Management Of Kansas, Inc. otherOtherSep 19, 2013Jan 9, 2014 (112 d)
Randall Alan FisherWells Fargo Advisors wirehouseUnited Capital Management Of Kansas, Inc. otherOtherOct 22, 2009Jan 9, 2014 (1540 d)
Kyle Wayne GordonLPL Financial LLC otherUnited Capital Management Of Kansas, Inc. independent RIAOtherDec 2, 2004Feb 26, 2018 (4834 d)
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15 moves match.