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 Mitchell Vaught & Taylor 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 |
|---|---|---|---|---|---|
| Dwight Lloyd Ower | Mitchell Vaught & Taylor Inc independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jul 7, 2025 |
| Dylan Fisher | Mitchell Vaught & Taylor Inc independent RIA | Evernest Financial Advisors independent RIA | RIA to RIA | May 27, 2025 | Apr 14, 2025 |
| David Hall Vaught | Mitchell Vaught & Taylor Inc institutional | Propel Financial Advisors, LLC state registered | Other | Dec 14, 2018 | Dec 12, 2018 |
| Amanda Leah Vaught | Mitchell Vaught & Taylor Inc institutional | Propel Financial Advisors, LLC state registered | Other | Dec 14, 2018 | Dec 14, 2018 |
| Danielle N Woods | Mitchell Vaught & Taylor Inc institutional | Propel Financial Advisors, LLC state registered | Other | Dec 11, 2018 | Dec 6, 2018 |
| Emily Hope Agosto | Mitchell Vaught & Taylor Inc institutional | Propel Financial Advisors, LLC state registered | Other | Nov 15, 2018 | Dec 6, 2018 |
| William George Yocius | Mitchell Vaught & Taylor Inc institutional | Shields Capital Advisors, Inc. unclassified | Other | Jul 9, 2018 | May 14, 2018 |
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7 moves match.