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 Kuhn Capital Partners
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 |
|---|---|---|---|---|---|
| Brian Phillips | Curi Capital, LLC independent RIA | Kuhn Capital Partners independent RIA | RIA to RIA | Jan 6, 2025 | Oct 7, 2025 (274 d) |
| Eric Stanley Shaffer | Advisor Resource Council independent RIA | Kuhn Capital Partners independent RIA | RIA to RIA | Mar 23, 2020 | Mar 30, 2020 |
| Chano Jesse John Arellano | Calton & Associates, Inc. other | Kuhn Capital Partners independent RIA | Other | Jul 18, 2017 | Jun 12, 2018 (329 d) |
| Angelica Roxas | Virtue Capital Management, LLC other | Kuhn Capital Partners independent RIA | Other | Jan 3, 2017 | Jun 6, 2018 (519 d) |
| Robert Michael Kuhn | UBS Financial Services Inc. wirehouse | Kuhn Capital Partners independent RIA | Wirehouse to independent RIA | Nov 16, 2015 | Jun 23, 2016 (220 d) |
| Matthew David Anderson | Bancwest Investment Services, Inc. (Bwis) other | Kuhn Capital Partners independent RIA | Other | Feb 11, 2013 | Dec 19, 2018 (2137 d) |
| Lori Lynn Bush | Cetera Investment Services LLC other | Kuhn Capital Partners independent RIA | Other | Jul 27, 2011 | Dec 11, 2024 (4886 d) |
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7 moves match.