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 Kpp Advisory Services 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
Austin Z SchnellerPark Avenue Securities LLC BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026May 22, 2026
Paul David SlaughterRobert W. Baird & Co. Incorporated mixed wealthKpp Advisory Services LLC independent RIARIA to RIADec 5, 2023May 13, 2024 (160 d)
Paul Edward KohlmanConcourse Financial Group Advisors BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2023Oct 2, 2023
Ladonna Sue DowdyRaymond James Financial Services Advisors, Inc BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2022Mar 18, 2022
Noah PolkLPL Financial LLC BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2020Dec 17, 2020
Austin Jordan HillRaymond James & Associates, Inc. national BDKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 18, 2021 (368 d)
David H McillwainFsc Securities Corporation BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Jan 21, 2025 (1904 d)
Bruce Crisman ArnoldFsc Securities Corporation BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Jan 14, 2025 (1897 d)
Andrew Jeffrey SouthworthLPL Financial LLC independent RIAKpp Advisory Services LLC otherOtherMar 1, 2018Oct 5, 2017
David Whayne PorterWells Fargo Advisors wirehouseKpp Advisory Services LLC otherOtherNov 13, 2017Nov 13, 2017
David Campbell BuggJ.J.B. Hilliard, W.L. Lyons, LLC otherKpp Advisory Services LLC independent RIAOtherJun 12, 2015Mar 20, 2024 (3204 d)
Michael Jordan MccullochWells Fargo Advisors wirehouseKpp Advisory Services LLC otherOtherJan 6, 2015Oct 9, 2017 (1007 d)
Angela Beth ZachmanPnc Wealth Management otherKpp Advisory Services LLC independent RIAOtherMar 26, 2014Mar 22, 2024 (3649 d)
Thomas Michael WrightAmeriprise Financial Services, LLC national BDKpp Advisory Services LLC otherOtherJun 11, 2012Oct 10, 2017 (1947 d)
Bradley Graham BarnettAmeriprise Financial Services, LLC national BDKpp Advisory Services LLC otherOtherDec 6, 2010Oct 10, 2017 (2500 d)
William Lawson RalstonWoodbury Financial Services, Inc. otherKpp Advisory Services LLC otherOtherDec 31, 2009Oct 5, 2017 (2835 d)
Vicki Lynn MarchandUBS Financial Services Inc. wirehouseKpp Advisory Services LLC otherOtherApr 23, 2009Oct 9, 2017 (3091 d)
Robert Alan DavenportEquitable Advisors, LLC national BDKpp Advisory Services LLC otherOtherDec 31, 2002Oct 6, 2017 (5393 d)
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18 moves match.