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 Mcshane Partners

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.

AdvisorFromToTypeLeftRegistered
Daniele Marie DonahoeMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Sandra Bradley CarlsonMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Michael Elliott Van NessMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Lorraine R TomlinMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Corey Alan MeyerMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Rebecca Lynn HooverMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 19, 2024May 3, 2024
Daniel Mcclain HudspethMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIADec 13, 2024May 3, 2024
Ryan Michael VaudrinMcshane Partners independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 12, 2024May 3, 2024
Jonathan Michael MorganMcshane Partners independent RIAHolderness Investments Co independent RIARIA to RIAFeb 21, 2024Feb 23, 2024
Leah Robertson MaybryMcshane Partners independent RIASignaturefd, LLC independent RIARIA to RIASep 4, 2019Oct 4, 2019
Marilyn Janet SpencerMcshane Partners otherEmpower Advisory Group, LLC BD affiliatedOtherDec 4, 2017May 9, 2024 (2348 d)
Treven Lindsey AyersMcshane Partners otherClearview Wealth Management independent RIAOtherFeb 28, 2013Mar 15, 2013
Cheryl J SherrardMcshane Partners otherClearview Wealth Management independent RIAOtherFeb 28, 2013Mar 15, 2013
William Eric ClarkMcshane Partners otherClearview Wealth Management independent RIAOtherFeb 28, 2013Mar 15, 2013
Jeffrey Norris TaylorMcshane Partners otherAdvice And Planning Services otherOtherMar 20, 2012Nov 21, 2013 (611 d)
Thomas Francis NicholsMcshane Partners otherAmeriprise Financial Services, LLC national BDOtherMar 13, 2009Mar 13, 2009
Michele V StuttsMcshane Partners otherQueens Oak Advisors otherOtherDec 8, 2005Aug 13, 2013 (2805 d)
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17 moves match.