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 Kmg Fiduciary 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 |
|---|---|---|---|---|---|
| Andrew Brooks Hellstedt | Strategic Advisers LLC national BD | Kmg Fiduciary Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2026 | Jan 19, 2026 |
| Brandon Fredrick Grimm | Spc BD affiliated | Kmg Fiduciary Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 18, 2024 | Jul 18, 2024 |
| Casey James Bear | Cranbrook Wealth Management, LLC independent RIA | Kmg Fiduciary Partners, LLC independent RIA | RIA to RIA | Nov 14, 2022 | Dec 13, 2022 |
| Robert Drummond Thompson | Cerity Partners Ocio LLC independent RIA | Kmg Fiduciary Partners, LLC independent RIA | RIA to RIA | Sep 18, 2020 | Oct 15, 2020 |
| Steven Harold Berner | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC independent RIA | Wirehouse to independent RIA | Jan 21, 2020 | Jan 17, 2020 |
| Benjamin Aaron Kusner | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC independent RIA | Wirehouse to independent RIA | Jan 21, 2020 | Jan 22, 2020 |
| Shane Michael Meyer | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC independent RIA | Wirehouse to independent RIA | Jan 21, 2020 | Jan 17, 2020 |
| Adelaina N Welch | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC independent RIA | Wirehouse to independent RIA | Jan 21, 2020 | Apr 9, 2021 (444 d) |
| David Richard Kaser | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 24, 2018 | Sep 21, 2018 |
| Richard Joseph Kaser | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 24, 2018 | Sep 21, 2018 |
| Aaron E Mechling | Morgan Stanley wirehouse | Kmg Fiduciary Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 24, 2018 | Sep 21, 2018 |
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11 moves match.