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 Blackhawk 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.

AdvisorFromToTypeLeftRegistered
William Ryan ZenkCambridge Investment Research Advisors, Inc. BD affiliatedBlackhawk Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2026Sep 1, 2026
John Louis OxenhandlerCambridge Investment Research Advisors, Inc. BD affiliatedBlackhawk Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2026Aug 18, 2026
Jay RabinsDynamic independent RIABlackhawk Capital Partners, LLC independent RIARIA to RIAJul 30, 2026Aug 3, 2026
Mario James DivenereMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBlackhawk Capital Partners, LLC independent RIAWirehouse to independent RIAMar 11, 2024Jun 4, 2024 (85 d)
Matthew Stephen KruelleVanguard Advisers, Inc. BD affiliatedBlackhawk Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Mar 17, 2021
Patrick John RetzerPolar Investment Counsel, Inc. otherBlackhawk Capital Partners, LLC independent RIAOtherSep 26, 2014Aug 7, 2025 (3968 d)
Michael John MillerCedar Creek Securities, Inc. unclassifiedBlackhawk Capital Partners, LLC otherOtherApr 17, 2014Jun 19, 2014 (63 d)
Susan Shokes BrousseauBeacon Pointe Wealth Advisors, LLC otherBlackhawk Capital Partners, LLC otherOtherJan 30, 2014Mar 24, 2014 (53 d)
Christopher David NeiLPL Financial LLC otherBlackhawk Capital Partners, LLC otherOtherJun 27, 2013Jul 10, 2013
Gregory V. BangmaUnited Planners' Financial Services Of America A Limited Partner otherBlackhawk Capital Partners, LLC otherOtherJun 22, 2012Jul 15, 2011
Kevin Blake PerlbergQa3 Financial LLC unclassifiedBlackhawk Capital Partners, LLC otherOtherFeb 11, 2011Jul 15, 2011 (154 d)
Donald William TendickQa3 Financial LLC unclassifiedBlackhawk Capital Partners, LLC otherOtherFeb 11, 2011Jul 27, 2011 (166 d)
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12 moves match.