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

Departures from Fdx Advisors, Inc.

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.

Advisor	From	To	Type	Left	Registered
Andrew Paul Kirchner	Fdx Advisors, Inc. asset manager	Assetmark, Inc. BD affiliated	Other	Jan 25, 2019	Mar 21, 2019 (55 d)
George Chen	Fdx Advisors, Inc. asset manager	Red Tortoise independent RIA	Other	Aug 8, 2018	Oct 4, 2018 (57 d)
Robert Francis Mehringer	Fdx Advisors, Inc. asset manager	Icr Partners other	Other	Aug 8, 2018	Jun 15, 2026 (2868 d)
Joel Scott Mullins	Fdx Advisors, Inc. asset manager	Pettinga Financial Advisors, LLC independent RIA	Other	Jun 28, 2018	Jun 28, 2018
Adam Christopher Vaal	Fdx Advisors, Inc. other	Vaal Financial, LLC state registered	Other	Dec 20, 2017	Feb 19, 2018 (61 d)
Brian Anthony Wang	Fdx Advisors, Inc. other	Capital Advantage, Inc. independent RIA	Other	Dec 2, 2014	Jan 3, 2025 (3685 d)
Debra Jane Devoe	Fdx Advisors, Inc. other	Envestnet Pmc other	Other	Oct 13, 2009	Jul 8, 2014 (1729 d)
Kevin Dewey Hoyle	Fdx Advisors, Inc. other	Hoylecohen,Inc. unclassified	Other	May 4, 2004	Jan 24, 2003
Arch Laurence Peregoff	Fdx Advisors, Inc. other	Itb Advisors unclassified	Other	May 4, 2004	Dec 12, 2003
Gary Stewart Bedford	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Brian Michael Murphy	Fdx Advisors, Inc. other	Pathways Financial Partners,Inc. other	Other	May 4, 2004	Sep 16, 2003
Colleen Rosamond Gepp	Fdx Advisors, Inc. other	Hoylecohen,Inc. unclassified	Other	May 4, 2004	Dec 9, 2002
David Codd Boydell	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Deirdre Marie Kochanski	Fdx Advisors, Inc. other	Pathways Financial Partners,Inc. other	Other	May 4, 2004	Sep 16, 2003
William David Altavilla	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
William Clyde Mcmorran	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Jim Harrison Bootsma	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Howard Michael Wolfson	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Frank Edward Montes	Fdx Advisors, Inc. other	Hoylecohen,Inc. unclassified	Other	May 4, 2004	Dec 9, 2002
Debra Lyn Hightower	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
David Allen Jackson	Fdx Advisors, Inc. other	Hoylecohen,Inc. unclassified	Other	May 4, 2004	May 20, 2003
William James Donnelly	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Sarah F Fong	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
John Vincent Kucserka	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Jeffrey Joseph Presogna	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Paul James Krsek	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Geraldine Ann Schuhmann	Fdx Advisors, Inc. other	Invest Financial Corporation other	Other	May 4, 2004	Apr 29, 2004
Thomas Joseph Birch	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Gary Lee Barton	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Scott Anthony Biedrycki	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
John Thomas Davis	Fdx Advisors, Inc. other	Waddell & Reed other	Other	Apr 19, 2004	Aug 18, 2004 (121 d)
Scott Merritt Gordon	Fdx Advisors, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 26, 2004	Jan 5, 2004
Christeen Marie Reeg	Fdx Advisors, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 26, 2004	Jan 5, 2004
Brent Allen Ward	Fdx Advisors, Inc. other	Ameritas Advisory Services other	Other	Jan 26, 2004	May 12, 2005 (472 d)
Martin E Jensen	Fdx Advisors, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 10, 2003	Aug 2, 2012 (3158 d)
Peter Frederick Landini	Fdx Advisors, Inc. other	Lodestar Private Asset Management LLC other	Other	Nov 20, 2003	Jan 31, 2003
David Lee Ruff	Fdx Advisors, Inc. other	Berkeley Capital Management LLC unclassified	Other	Jun 12, 2003	Apr 29, 2004 (322 d)
Joseph E Shea	Fdx Advisors, Inc. other	Cetera Advisors LLC other	Other	Oct 22, 2002	Aug 4, 2004 (652 d)
S Christopher Bean	Fdx Advisors, Inc. other	Private Advisory Group other	Other	Aug 13, 2002	Aug 2, 2013 (4007 d)
Ryan Gregory Jantzen	Fdx Advisors, Inc. other	Wells Fargo Advisors wirehouse	Other	Jun 7, 2002	Jun 15, 2009 (2565 d)
Donald Leonhard Hartmann	Fdx Advisors, Inc. other	Fsc Securities Corporation other	Other	Apr 25, 2002	May 10, 2002

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41 moves match.