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 Childress Capital Advisors, 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 |
|---|---|---|---|---|---|
| Thomas Barron Hensley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Childress Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 31, 2025 | Apr 3, 2025 |
| Kelley Damiani Mckenna | Stifel, Nicolaus & Company, Incorporated national BD | Childress Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2022 | Feb 1, 2022 |
| Don Edward Childress | Stifel, Nicolaus & Company, Incorporated national BD | Childress Capital Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 24, 2020 | Sep 2, 2020 |
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3 moves match.