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 Prairie Capital Management Group, 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
Marquise SimmonsAmerican Century Investments Private Client Group, Inc. BD affiliatedPrairie Capital Management Group, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 1, 2026Sep 11, 2026
James Edward BradenBrownlie & Braden Advisors, LLC mixed wealthPrairie Capital Management Group, LLC mixed wealthRIA to RIANov 14, 2024Nov 15, 2024
Rachel Anne KeiserBrownlie & Braden Advisors, LLC mixed wealthPrairie Capital Management Group, LLC mixed wealthRIA to RIANov 12, 2024Nov 15, 2024
Tyler Lauren DoddBrownlie & Braden Advisors, LLC mixed wealthPrairie Capital Management Group, LLC mixed wealthRIA to RIANov 12, 2024Nov 15, 2024
Cory Matthew RossMarsico Capital Management, LLC otherPrairie Capital Management Group, LLC mixed wealthOtherNov 3, 2021Jan 1, 2025 (1155 d)
John ThurlowUmb Financial Services, Inc. BD affiliatedPrairie Capital Management Group, LLC asset managerOtherApr 1, 2021Apr 20, 2021
Richard Riley PrattUmb Financial Services, Inc. BD affiliatedPrairie Capital Management Group, LLC asset managerOtherApr 1, 2021Apr 20, 2021
Brian Nelson KaufmanUmb Financial Services, Inc. otherPrairie Capital Management Group, LLC asset managerOtherFeb 4, 2016Apr 20, 2021 (1902 d)
Michael Mueller GentryUmb Financial Services, Inc. otherPrairie Capital Management Group, LLC asset managerOtherFeb 4, 2016Apr 20, 2021 (1902 d)
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9 moves match.