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.
Registered advisor
Russell Todd Mcalonie
Feed of 09/15/2026
At current firm
11 y
since May 5, 2015
In the industry
25 y
since Oct 12, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince May 5, 2015 · Cleveland, Oh
- Independent Financial Partners BD affiliatedMar 13, 2014 to May 1, 2015 · Cleveland, Oh
- Symphony Financial Services, Inc. independent RIAMar 14, 2012 to Sep 19, 2014 · Akron, Oh
- Raymond James Financial Services, Inc. unclassifiedFeb 17, 2005 to Jun 2, 2008 · Canton, Oh
- Quick & Reilly, Inc. unclassifiedNov 14, 2003 to Sep 16, 2004 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Global Retirement Partners LLCleft May 1, 2015, registered May 5, 2015 (4 days) · Other · moved with a team
- Symphony Financial Services, Inc. to Independent Financial Partnersleft Sep 19, 2014, registered Mar 13, 2014 (-190 days) · Other
- Raymond James Financial Services, Inc. to Symphony Financial Services, Inc.left Jun 2, 2008, registered Mar 14, 2012 (1381 days) · Other
- Quick & Reilly, Inc. to Raymond James Financial Services, Inc.left Sep 16, 2004, registered Feb 17, 2005 (154 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address