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 M Capital Advisors
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 |
|---|---|---|---|---|---|
| Patrick Allen Snell | M Capital Advisors independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Dec 31, 2023 | Aug 18, 2023 |
| Edwin Ray Barton | M Capital Advisors independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Dec 31, 2023 | Aug 18, 2023 |
| Claude Keeran Koontz | M Capital Advisors independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Dec 7, 2023 | Aug 18, 2023 |
| Jessica Driscoll Drought | M Capital Advisors independent RIA | 1900 Wealth mixed wealth | RIA to RIA | Jan 13, 2023 | Feb 14, 2023 (32 d) |
| Donald A Keeney | M Capital Advisors independent RIA | Cahaba Wealth Management, Inc. independent RIA | RIA to RIA | Aug 13, 2021 | Jan 6, 2026 (1607 d) |
| Carter Wilson Thomas | M Capital Advisors other | Abound Wealth Management, LLC no RAUM | Other | Jan 19, 2016 | Jan 10, 2017 (357 d) |
| William Ralph Welborn | M Capital Advisors other | Creative Planning other | Other | Jul 25, 2012 | Aug 2, 2012 |
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7 moves match.