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 Kg Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Wayne Word | Vere Asset Management, Inc. other | Kg Capital Management, LLC independent RIA | Other | Dec 22, 2020 | Aug 14, 2020 |
| Steven Otto Medo | Stifel, Nicolaus & Company, Incorporated national BD | Kg Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2015 | May 5, 2017 (665 d) |
| Hugh Ames Uhalt | Stifel, Nicolaus & Company, Incorporated national BD | Kg Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2015 | Jun 19, 2017 (726 d) |
| Gabriel Simon Kora | Brokersxpress LLC other | Kg Capital Management, LLC independent RIA | Other | Aug 15, 2012 | Jul 31, 2012 |
| Andrew Anthony Grezaffi | Brokersxpress LLC other | Kg Capital Management, LLC independent RIA | Other | Aug 15, 2012 | Jul 31, 2012 |
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5 moves match.