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 Kera Capital Partners

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
Brandon Kenji LewEquitable Advisors, LLC national BDKera Capital Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2026Mar 2, 2026
Cary M AllisonMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIAOct 4, 2023Jan 1, 2025 (455 d)
Helena SandovalMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIASep 22, 2023Jan 1, 2025 (467 d)
Scott M AllisonMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIASep 22, 2023Jan 1, 2025 (467 d)
Jeffrey Scott WhiteCreative Planning independent RIAKera Capital Partners independent RIARIA to RIADec 5, 2022Dec 2, 2022
Matthew Joseph KomerGuggenheim Investments asset managerKera Capital Partners independent RIAOtherJun 21, 2022Sep 15, 2022 (86 d)
Vincci Won-Che MaMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIAApr 12, 2022Jan 1, 2025 (995 d)
Jadon Alexander DaileyMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIAApr 12, 2022May 4, 2022
Daniel ClarkWells Fargo Advisors wirehouseKera Capital Partners independent RIAWirehouse to independent RIAAug 3, 2021Aug 4, 2021
Michael Patrick MccabeMorgan Stanley wirehouseKera Capital Partners independent RIAWirehouse to independent RIAMar 30, 2021Aug 12, 2021 (135 d)
Bryan BuchertCitigroup Global Markets Inc. BD affiliatedKera Capital Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2021Sep 15, 2022 (542 d)
G-Woon ChoeMarram Investment Management, LLC state registeredKera Capital Partners no RAUMOtherMay 5, 2015Mar 10, 2021 (2136 d)
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12 moves match.