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 Mclean Asset Management Corp.

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
Jason Paul DyeMclean Asset Management Corp. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAJan 2, 2026Mar 8, 2026 (65 d)
Tyree Lavon ChapmanMclean Asset Management Corp. independent RIATransamerica Retirement Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 28, 2025Jul 30, 2025 (152 d)
Robert Timothy FrenchMclean Asset Management Corp. independent RIARetirement Researcher, LLC no RAUMOtherDec 31, 2024Sep 10, 2018
Stephen PomantiMclean Asset Management Corp. independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 21, 2024Jan 9, 2025 (80 d)
Safalta SherpaMclean Asset Management Corp. independent RIACooksen Wealth, LLC independent RIARIA to RIAFeb 3, 2023Jun 18, 2026 (1231 d)
Mark Andrew WitaschekMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 3, 2022
Robert Richard CordeauMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 3, 2022
Timothy Peter MarcinekMclean Asset Management Corp. independent RIAAurelius Family Office, LLC no RAUMRIA to a newly registered adviserDec 31, 2022Oct 4, 2022
Robert C PapaMclean Asset Management Corp. independent RIASeia independent RIARIA to RIAAug 22, 2018Nov 9, 2018 (79 d)
Marc Anthony JimenezMclean Asset Management Corp. otherCam Investor Solutions no RAUMOtherJan 6, 2017Jan 5, 2017
Ryon Patrick BeyerMclean Asset Management Corp. otherHemington Wealth Management no RAUMOtherOct 1, 2013Oct 9, 2013
Eileen Murphy O'ConnorMclean Asset Management Corp. otherHemington Wealth Management no RAUMOtherOct 1, 2013Oct 9, 2013
Melanie SimonsMclean Asset Management Corp. otherAdvice And Planning Services otherOtherMar 14, 2013Apr 19, 2013 (36 d)
Gisle Garmann SorliMclean Asset Management Corp. otherSteward'S Progress, LLC unclassifiedOtherJun 11, 2012Jun 11, 2012
John P RathnamMclean Asset Management Corp. otherRathnam Capital, LLC state registeredOtherAug 2, 2010Jul 16, 2010
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15 moves match.