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
Adam James Makkai
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
7 y
since Nov 15, 2018
In the industry
26 y
since Nov 6, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Services Network independent RIA currentsince Nov 15, 2018 · Atlanta, Ga
- Northwest Asset Management independent RIAJun 12, 2018 to Oct 23, 2018 · Castle Rock, Co
- Western Wealth Management LLC independent RIAJun 28, 2016 to Jun 26, 2018 · Greenwood Village, Co
- LPL Financial LLC BD affiliatedSep 8, 2009 to Dec 12, 2009 · Lone Tree, Co
- Gallacher Capital Management, LLC independent RIAAug 25, 2009 to Jul 5, 2016 · Lone Tree, Co
- Mutual Service Corporation unclassifiedJul 7, 2005 to Sep 8, 2009 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Northwest Asset Management to Advisory Services Networkleft Oct 23, 2018, registered Nov 15, 2018 (23 days) · RIA to RIA
- Western Wealth Management LLC to Northwest Asset Managementleft Jun 26, 2018, registered Jun 12, 2018 (-14 days) · RIA to RIA
- Gallacher Capital Management, LLC to LPL Financial LLCleft Jul 5, 2016, registered Sep 8, 2009 (-2492 days) · Other · moved with a team
- LPL Financial LLC to Western Wealth Management LLCleft Dec 12, 2009, registered Jun 28, 2016 (2390 days) · Other
- Mutual Service Corporation to Gallacher Capital Management, LLCleft Sep 8, 2009, registered Aug 25, 2009 (-14 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address