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 Kdk Private Wealth Management
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 |
|---|---|---|---|---|---|
| Emily Susan Ashton | Ameritas Advisory Services, LLC BD affiliated | Kdk Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2026 | Aug 21, 2026 |
| Christiaan Jonas Graf | Mercer Global Advisors Inc. independent RIA | Kdk Private Wealth Management independent RIA | RIA to RIA | May 24, 2021 | Apr 6, 2021 |
| Christie Gayle Kennimer | Mercer Global Advisors Inc. independent RIA | Kdk Private Wealth Management no RAUM | RIA to a newly registered adviser | Apr 1, 2019 | Aug 29, 2019 (150 d) |
| Kamden Deane Kanaly | Mercer Global Advisors Inc. independent RIA | Kdk Private Wealth Management no RAUM | RIA to a newly registered adviser | May 15, 2018 | Jun 20, 2019 (401 d) |
| Emily Susan Ashton | Northwestern Mutual Investment Services,LLC other | Kdk Private Wealth Management no RAUM | Other | May 23, 2014 | May 28, 2019 (1831 d) |
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5 moves match.