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 Umb Private Wealth Management, 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
Jenifer Jeanne RieckLPL Enterprise, LLC BD affiliatedUmb Private Wealth Management, LLC asset managerOtherMay 20, 2026May 13, 2026
Jimmy Ray TurnerUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 30, 2026May 13, 2026
Wayne Robert OltjenUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 30, 2026May 13, 2026
Jake CraterUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 30, 2026May 11, 2026
Cody Stratton CarpenterUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 30, 2026May 19, 2026
Tylor Anthony WillisUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 30, 2026May 11, 2026
Kimberly Ann GattisUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 14, 2026May 11, 2026
Benjamin Joseph SkillingUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 14, 2026May 13, 2026
Abraham William RadmaneshUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 14, 2026May 11, 2026
Steven Paul AndersonUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 14, 2026May 12, 2026
Landon Mark JensenUmb Financial Services, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherApr 14, 2026May 11, 2026
Derrick R EversStepp & Rothwell Inc independent RIAUmb Private Wealth Management, LLC asset managerOtherMar 13, 2026May 13, 2026 (61 d)
Nick NguyenKeen Wealth Advisors independent RIAUmb Private Wealth Management, LLC asset managerOtherDec 2, 2025May 13, 2026 (162 d)
Brooklyn GormlyRange Advisory, LLC independent RIAUmb Private Wealth Management, LLC asset managerOtherAug 4, 2025May 11, 2026 (280 d)
Sarah Rose SzczublewskiVersant Capital Management, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherAug 1, 2025May 12, 2026 (284 d)
Hope Gena AlbuHolcombe Financial, Inc. independent RIAUmb Private Wealth Management, LLC asset managerOtherDec 11, 2024May 11, 2026 (516 d)
Paige Margaret RadkeJ.P. Morgan Securities LLC wirehouseUmb Private Wealth Management, LLC asset managerOtherNov 22, 2024May 12, 2026 (536 d)
Steven Charles CairnsLPL Financial LLC BD affiliatedUmb Private Wealth Management, LLC asset managerOtherAug 20, 2024May 11, 2026 (629 d)
Melissa Kay SturgisFiduciary Investment Trusts, LLC independent RIAUmb Private Wealth Management, LLC asset managerOtherMar 16, 2023May 13, 2026 (1154 d)
Todd Frederick KroughTealwood Asset Management independent RIAUmb Private Wealth Management, LLC asset managerOtherFeb 22, 2023May 12, 2026 (1175 d)
Giridhar Nmn KrishnanKoa Wealth Management, LLC independent RIAUmb Private Wealth Management, LLC asset managerOtherJan 26, 2023May 14, 2026 (1204 d)
Ralph David JanitellKestra Advisory Services, LLC BD affiliatedUmb Private Wealth Management, LLC asset managerOtherAug 5, 2022May 13, 2026 (1377 d)
Regan Michelle HamiltonSecurian Financial Services, Inc. BD affiliatedUmb Private Wealth Management, LLC asset managerOtherMar 17, 2022May 18, 2026 (1523 d)
Nathan Michael WehrmanSamson Capital Management, LLC mixed wealthUmb Private Wealth Management, LLC mixed wealthRIA to RIANov 4, 2019Aug 18, 2023 (1383 d)
Christopher Scott JonesHightower Advisors, LLC BD affiliatedUmb Private Wealth Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAApr 22, 2019Sep 14, 2026 (2702 d)
Julie Ann EnloeJacobus Wealth Management Inc otherUmb Private Wealth Management, LLC asset managerOtherNov 28, 2007May 13, 2026 (6741 d)
Chris Lawrence SchurmanMorgan Stanley Dw Inc. unclassifiedUmb Private Wealth Management, LLC asset managerOtherFeb 27, 2004May 13, 2026 (8111 d)
Michael Joseph DiederichVsr Advisory Services otherUmb Private Wealth Management, LLC asset managerOtherFeb 13, 2003May 22, 2026 (8499 d)
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28 moves match.