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 Capital Management Co
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 |
|---|---|---|---|---|---|
| Jamie Lynne Disterhaupt | Mitchell Capital Management Co independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Dec 18, 2025 | Mar 31, 2026 (103 d) |
| Brandon Reed | Mitchell Capital Management Co independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 7, 2023 | Apr 6, 2021 |
| Benjamin J Malick | Mitchell Capital Management Co other | Three Nine Financial unclassified | Other | Apr 15, 2016 | May 18, 2016 (33 d) |
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3 moves match.