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 Curran Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kaylee Jade Urbanek | Annex Wealth Management, LLC independent RIA | Curran Financial Partners, LLC independent RIA | RIA to RIA | Oct 23, 2025 | Oct 27, 2025 |
| Russell Douglas Renfrow | Odingard Capital Management state registered | Curran Financial Partners, LLC independent RIA | Other | Nov 6, 2023 | Oct 8, 2025 (702 d) |
| Matthew Dawson | Pruco Securities, LLC BD affiliated | Curran Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2023 | Mar 31, 2023 (57 d) |
| David Coors Sheaffer | Putnam Investment Management, LLC asset manager | Curran Financial Partners, LLC independent RIA | Other | Mar 7, 2022 | Jan 1, 2025 (1031 d) |
| Daniel Grey Gregory | Thrivent Investment Management Inc. BD affiliated | Curran Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2020 | Aug 18, 2021 (281 d) |
| Christopher Nickerson Mcquade | Pruco Securities, LLC BD affiliated | Curran Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2019 | Feb 8, 2019 |
| Colin Stewart | LPL Financial LLC independent RIA | Curran Financial Partners, LLC independent RIA | RIA to RIA | Feb 4, 2019 | Jan 31, 2019 |
| Paige Rita Smith Ducey | Apollon Wealth Management, LLC other | Curran Financial Partners, LLC independent RIA | Other | Sep 5, 2018 | Sep 7, 2018 |
| Christine Marie Kriegl | Ameriprise Financial Services, LLC national BD | Curran Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2017 | Aug 5, 2022 (1678 d) |
| Adam Brennen Curran | Global Financial Private Capital, Inc. other | Curran Financial Partners, LLC independent RIA | Other | Dec 15, 2016 | Jan 13, 2016 |
Page 1 of 1
10 moves match.