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 Knights Of Columbus Asset Advisors 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
David Henry BernardBeam Wealth Advisors, Inc. independent RIAKnights Of Columbus Asset Advisors LLC institutionalOtherJul 20, 2026Jul 29, 2026
Joseph Michael AlconSecure Investment Management, LLC independent RIAKnights Of Columbus Asset Advisors LLC institutionalOtherJul 6, 2026Sep 14, 2026 (70 d)
Kevin BarnesCharles Schwab & Co., Inc. national BDKnights Of Columbus Asset Advisors LLC institutionalOtherNov 25, 2025Mar 16, 2026 (111 d)
Matthew David KoenigerThrivent Investment Management Inc. BD affiliatedKnights Of Columbus Asset Advisors LLC institutionalOtherFeb 4, 2025Mar 12, 2025 (36 d)
Stephen Joseph CallahanHighlander Capital Management LLC independent RIAKnights Of Columbus Asset Advisors LLC institutionalOtherJul 17, 2024Jan 18, 2024
Bert Ewart GrantWells Fargo Advisors wirehouseKnights Of Columbus Asset Advisors LLC institutionalOtherJun 27, 2024Sep 20, 2024 (85 d)
Scott Jerome SchweitzerCharles Schwab & Co., Inc. national BDKnights Of Columbus Asset Advisors LLC institutionalOtherJun 13, 2022Jul 5, 2022
Edward Jason WalterU.S. Bancorp Investments, Inc. BD affiliatedKnights Of Columbus Asset Advisors LLC institutionalOtherJan 14, 2022Jan 12, 2022
Donovan Mark GaudinCharles Schwab & Co., Inc. national BDKnights Of Columbus Asset Advisors LLC institutionalOtherSep 14, 2021Jan 26, 2022 (134 d)
Douglas Andrew RileyBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 7, 2019
David Andrew HannaBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
James Walter GaulBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Eric Raymond EatonBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Edward Michael MulraneBoston Advisors, LLC mixed wealthKnights Of Columbus Asset Advisors LLC institutionalOtherOct 30, 2019Nov 5, 2019
Henry Carl AngelucciThrivent Investment Management Inc. BD affiliatedKnights Of Columbus Asset Advisors LLC institutionalOtherJun 28, 2019Oct 14, 2021 (839 d)
William Richard JenkinEdward Jones national BDKnights Of Columbus Asset Advisors LLC institutionalOtherMar 7, 2019Mar 13, 2024 (1833 d)
Samuel Louis MottoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKnights Of Columbus Asset Advisors LLC institutionalOtherSep 13, 2017Jun 30, 2021 (1386 d)
Michael Thomas MoynihanCorestates Capital Advisors, LLC otherKnights Of Columbus Asset Advisors LLC institutionalOtherMay 6, 2013Dec 17, 2025 (4608 d)
Michael James RodriguezUsaa Financial Planning Services no RAUMKnights Of Columbus Asset Advisors LLC institutionalOtherNov 1, 2011Jul 1, 2023 (4260 d)
Michael Francis BurkittSecurian Financial Services, Inc. otherKnights Of Columbus Asset Advisors LLC institutionalOtherMar 3, 2010Feb 12, 2021 (3999 d)
Lawrence James KennedyWells Fargo Advisors wirehouseKnights Of Columbus Asset Advisors LLC institutionalOtherApr 13, 2009Jul 2, 2021 (4463 d)
Cliff J LeikerCjl Financial, LLC unclassifiedKnights Of Columbus Asset Advisors LLC institutionalOtherDec 31, 2004Oct 17, 2023 (6864 d)
Page 1 of 1
22 moves match.