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
Maxwell Chadwick Myrick
Feed of 09/14/2026
Also filed as Chad Myrick
At current firm
2 y
since Oct 19, 2023
In the industry
16 y
since Dec 31, 2009 (earliest exam, job or registration)
Prior registered firms
3
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
- Allstate Financial Advisors, LLC BD affiliated currentsince Oct 19, 2023 · Lincoln, Ne
- Harbor Financial Services, LLC formerDec 12, 2013 to Apr 2, 2019 · Mobile, Al
- Wells Fargo Advisors wirehouseNov 8, 2012 to Dec 3, 2013 · Pensacola, Fl
- Morgan Stanley wirehouseJan 4, 2010 to Nov 1, 2012 · Mobile, Al
Moves
a registration end followed by a registration begin elsewhere
- Harbor Financial Services, LLC to Allstate Financial Advisors, LLCleft Apr 2, 2019, registered Oct 19, 2023 (1661 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to Harbor Financial Services, LLCleft Dec 3, 2013, registered Dec 12, 2013 (9 days) · Other
- Morgan Stanley to Wells Fargo Advisorsleft Nov 1, 2012, registered Nov 8, 2012 (7 days) · Wirehouse to wirehouse
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address