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 The Mde Group, 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
Patricia Anne Hall	The Mde Group, Inc. other	Beacon Trust other	Other	Dec 31, 2015	Jul 8, 2015
Michael Andrew Holt	The Mde Group, Inc. other	Beacon Trust other	Other	Dec 31, 2015	Sep 9, 2015
Donna Marie Sabatino	The Mde Group, Inc. other	Wealth Health, LLC other	Other	Dec 31, 2015	Mar 4, 2016 (64 d)
John Michael Longo	The Mde Group, Inc. other	Beacon Trust other	Other	Dec 31, 2015	Jul 8, 2015
Christopher Charles Perrine	The Mde Group, Inc. other	Beacon Trust other	Other	Dec 31, 2015	Jun 17, 2013
Christopher William Shagawat	The Mde Group, Inc. other	Beacon Trust other	Other	Dec 31, 2015	Jun 17, 2013
Christine Erin Wentzler	The Mde Group, Inc. other	Mariner other	Other	Jun 4, 2015	May 19, 2015
Kevin Joseph Brey	The Mde Group, Inc. other	Beacon Trust other	Other	Jan 8, 2014	Jun 17, 2013
William D Antone	The Mde Group, Inc. other	Goldman Sachs Wealth Services, L.P. BD affiliated	Other	Sep 30, 2013	May 14, 2021 (2783 d)
Matthew Frank Wilk	The Mde Group, Inc. other	Black Coral Financial Advisors, LLC other	Other	Nov 22, 2011	Jan 30, 2012 (69 d)
Nicole Marie Adler-Frigoletto	The Mde Group, Inc. other	Regentatlantic other	Other	Feb 5, 2010	Feb 4, 2010
Brett David Horowitz	The Mde Group, Inc. other	Evensky & Katz/Foldes Wealth Management other	Other	Oct 7, 2005	Mar 3, 2006 (147 d)
Darin Patrick Gartland	The Mde Group, Inc. other	Wealth Health, LLC other	Other	Apr 28, 2004	Aug 10, 2004 (104 d)
Richard Nmn Coppa	The Mde Group, Inc. other	Wealth Health, LLC other	Other	Oct 14, 2003	May 5, 2004 (204 d)

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14 moves match.