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 Kodiak Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Steven Mansell | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Kodiak Capital Advisors LLC state registered | Other | Apr 15, 2011 | May 5, 2015 (1481 d) |
| Kevin Mansell | Edward Jones national BD | Kodiak Capital Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 17, 2009 | Dec 26, 2025 (6156 d) |
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2 moves match.