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 Venture Visionary 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 |
|---|---|---|---|---|---|
| Stefan Joseph Contorno | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 12, 2026 | May 1, 2026 |
| Shauna Sheree Barrier | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 12, 2026 | May 13, 2026 |
| Samantha Noel Galindo | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 12, 2026 | May 13, 2026 |
| Jordan Harrigan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Jan 12, 2026 | Mar 25, 2026 (72 d) |
| Ian Matheson | Carnegie Investment Counsel independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 22, 2025 | Nov 5, 2025 |
| Timothy Carroll | Northwestern Mutual Investment Services,LLC no RAUM | Venture Visionary Partners LLC independent RIA | Other | Oct 20, 2025 | Oct 28, 2025 |
| Chad D Whipple | Northwestern Mutual Investment Services,LLC no RAUM | Venture Visionary Partners LLC independent RIA | Other | May 22, 2023 | May 21, 2023 |
| Brook Bright | Landing Point Financial Group independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Feb 15, 2023 | Feb 16, 2023 |
| Tamela K Kay Wriker | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 22, 2022 | Nov 16, 2022 |
| James Joseph Porea | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Nov 11, 2020 |
| Bradford Guy Dolgin | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Nov 11, 2020 |
| John Daniel Spengler | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Nov 11, 2020 |
| Robert Scott Loeb | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Nov 11, 2020 |
| Karyn Ann Keilholz | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Jan 6, 2021 (47 d) |
| Craig Arnold Warnimont | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Nov 11, 2020 |
| Amy Jo Amos | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Jan 6, 2021 (47 d) |
| Kelly Ann Andrews | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Feb 16, 2023 (818 d) |
| Travis Norbert Maas | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Nov 20, 2020 | Jan 6, 2021 (47 d) |
| Paul Melvin Abendroth | D.B. Root & Company, LLC independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 5, 2020 | Oct 12, 2020 |
| Ryan Nicholas Borucki | D.B. Root & Company, LLC independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 5, 2020 | Oct 12, 2020 |
| Mark Klopfenstein | Strategic Investment Advisors, LLC independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 25, 2019 | Sep 9, 2026 (2511 d) |
| John T O'Brien | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 4, 2019 | Jun 24, 2019 |
| Robert William Retzloff | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 3, 2019 | Jun 24, 2019 |
| Brian Jay Funkhouser | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 3, 2019 | Jun 24, 2019 |
| Craig Douglas Findley | Pks Advisory Services, LLC independent RIA | Venture Visionary Partners LLC no RAUM | RIA to a newly registered adviser | Jun 26, 2019 | Jun 24, 2019 |
| Mallory Findley | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | Jun 26, 2019 | May 25, 2021 (699 d) |
| Melissa Jo Estrich | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 2, 2019 | Jan 6, 2021 (615 d) |
| Jamie Lynn Kaczmarski | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 2, 2019 | Jan 6, 2021 (615 d) |
| Lindsey Marie Rouser | UBS Financial Services Inc. wirehouse | Venture Visionary Partners LLC independent RIA | Wirehouse to independent RIA | May 2, 2019 | Jan 6, 2021 (615 d) |
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29 moves match.