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 Kingstone Capital Partners Texas, 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 |
|---|---|---|---|---|---|
| Hannah May Ellis | Letter Advisors, LLC no RAUM | Kingstone Capital Partners Texas, LLC independent RIA | Other | Mar 30, 2022 | Feb 23, 2024 (695 d) |
| Jeff W Webb | Newport Coast Asset Management other | Kingstone Capital Partners Texas, LLC independent RIA | Other | Sep 1, 2016 | Mar 29, 2017 (209 d) |
| Kenneth Anthony Blattenbauer | Advanced Practice Advisors, LLC other | Kingstone Capital Partners Texas, LLC independent RIA | Other | Sep 21, 2015 | Nov 18, 2015 (58 d) |
| Paul Angelo Manese | Banc Of America Investment Services, Inc. unclassified | Kingstone Capital Partners Texas, LLC independent RIA | Other | Jan 30, 2007 | Feb 10, 2017 (3664 d) |
Page 1 of 1
4 moves match.