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 Mdt Advisers, A Division Of Federated Mdta LLC

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
Drew HaleyMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherAug 25, 2026Aug 13, 2021
John Robert StanleyMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. otherOtherJul 17, 2026Jan 7, 2011
Robert Lefone JamesMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherJun 18, 2026Aug 17, 2021
Scott Robert KelleyMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherJun 1, 2026Jul 18, 2022
Nicholas RubinowiczMdt Advisers, A Division Of Federated Mdta LLC asset managerMorgan Stanley wirehouseOtherMay 11, 2026Jun 18, 2026 (38 d)
Emily CoughlinMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherMay 7, 2026Dec 10, 2025
Michael E BrownMdt Advisers, A Division Of Federated Mdta LLC asset managerUBS Financial Services Inc. wirehouseOtherFeb 26, 2026Apr 29, 2026 (62 d)
Benjamin Adam MorgretMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherJan 23, 2026Oct 31, 2019
Nicholas Vincent FianoMdt Advisers, A Division Of Federated Mdta LLC asset managerCapital Client Group, Inc. no RAUMOtherJan 7, 2026Jan 26, 2026
Matthew Lawrence RyanMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated Global Investment Management Corp. asset managerOtherAug 11, 2025Aug 17, 2021
Ryan Alexander FairbrotherMdt Advisers, A Division Of Federated Mdta LLC asset managerFederated International Securities Corp. no RAUMOtherJun 26, 2025Aug 7, 2019
Dante Francis SienkoMdt Advisers, A Division Of Federated Mdta LLC asset managerHapanowicz Financial independent RIAOtherAug 8, 2024Oct 15, 2024 (68 d)
Brett Adam DuschMdt Advisers, A Division Of Federated Mdta LLC asset managerHbks Wealth Advisors independent RIAOtherAug 20, 2021Aug 18, 2021
Neal SienaMdt Advisers, A Division Of Federated Mdta LLC asset managerAmeriprise Financial Services, LLC national BDOtherOct 13, 2020Sep 28, 2020
Kristen Nicole ThomasMdt Advisers, A Division Of Federated Mdta LLC asset managerIfg Advisory, LLC independent RIAOtherSep 16, 2020Mar 16, 2021 (181 d)
John R NormanMdt Advisers, A Division Of Federated Mdta LLC asset managerAmeriprise Financial Services, LLC national BDOtherMay 8, 2020May 5, 2020
Paul Thomas LangMdt Advisers, A Division Of Federated Mdta LLC asset managerStifel, Nicolaus & Company, Incorporated national BDOtherApr 7, 2020Apr 6, 2020
Christopher Michael PradoMdt Advisers, A Division Of Federated Mdta LLC asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 11, 2019Aug 27, 2019
Jeffrey Brian TurnerMdt Advisers, A Division Of Federated Mdta LLC asset managerAmeriprise Financial Services, LLC national BDOtherJul 9, 2019Jul 19, 2019
Rebecca Dawn PawukMdt Advisers, A Division Of Federated Mdta LLC asset managerEdelman Financial Engines independent RIAOtherJun 27, 2019Jul 8, 2019
Michael Thomas DieschbourgMdt Advisers, A Division Of Federated Mdta LLC asset managerIcapital Advisors state registeredOtherJun 12, 2019Mar 23, 2021 (650 d)
Derek Robert HeulerMdt Advisers, A Division Of Federated Mdta LLC asset managerCetera Investment Advisers LLC BD affiliatedOtherOct 22, 2018Jan 28, 2021 (829 d)
Zachary William SanctisMdt Advisers, A Division Of Federated Mdta LLC asset managerJ.J.B. Hilliard, W.L. Lyons, LLC independent RIAOtherSep 26, 2018Sep 19, 2018
Keleigh Marie SopherMdt Advisers, A Division Of Federated Mdta LLC asset managerJanney Montgomery Scott LLC BD affiliatedOtherJul 10, 2018Jul 3, 2018
Caroline Elizabeth KafafianMdt Advisers, A Division Of Federated Mdta LLC asset managerNeuberger Berman Bd LLC no RAUMOtherJul 10, 2018Jul 24, 2018
Nicholas James SimakasMdt Advisers, A Division Of Federated Mdta LLC asset managerMorgan Stanley wirehouseOtherMay 21, 2018May 23, 2018
Doris MullerMdt Advisers, A Division Of Federated Mdta LLC otherEdward Jones national BDOtherNov 24, 2017Jan 23, 2018 (60 d)
Brian Joseph SlineyMdt Advisers, A Division Of Federated Mdta LLC otherEdward Jones national BDOtherNov 24, 2017May 8, 2018 (165 d)
Darren JohnsMdt Advisers, A Division Of Federated Mdta LLC otherEdward Jones national BDOtherNov 24, 2017Mar 11, 2019 (472 d)
Kent Robert McglincyMdt Advisers, A Division Of Federated Mdta LLC otherInvesco Managed Accounts, LLC otherOtherNov 24, 2017Feb 22, 2018 (90 d)
Jessica Lynn KruseyMdt Advisers, A Division Of Federated Mdta LLC otherAdvice And Planning Services otherOtherNov 20, 2017Feb 22, 2018 (94 d)
Shannon Elizabeth MccareyMdt Advisers, A Division Of Federated Mdta LLC otherMorgan Stanley wirehouseOtherApr 18, 2017May 17, 2017
Kurt Justin DupuisMdt Advisers, A Division Of Federated Mdta LLC otherTouchstone Advisors Inc otherOtherApr 17, 2017Apr 17, 2017
Kevin Paul DayMdt Advisers, A Division Of Federated Mdta LLC otherCetera Investment Advisers LLC BD affiliatedOtherDec 23, 2016Oct 24, 2018 (670 d)
Michael Patrick McmahonMdt Advisers, A Division Of Federated Mdta LLC otherPnc Wealth Management otherOtherNov 19, 2015May 12, 2016 (175 d)
Justin Harrison LloydMdt Advisers, A Division Of Federated Mdta LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 14, 2015Oct 28, 2015
Gregory Lawrence WiegersMdt Advisers, A Division Of Federated Mdta LLC otherCommonwealth Financial Network national BDOtherMay 26, 2015May 1, 2015
Mitchell Paul MercerMdt Advisers, A Division Of Federated Mdta LLC otherOn Investment Management Co otherOtherMay 19, 2015Jul 22, 2015 (64 d)
Benjamin Noah SchwartzMdt Advisers, A Division Of Federated Mdta LLC otherMorgan Stanley wirehouseOtherFeb 20, 2015Oct 21, 2025 (3896 d)
Michael John SciulliMdt Advisers, A Division Of Federated Mdta LLC otherPnc Wealth Management otherOtherAug 21, 2014Aug 16, 2016 (726 d)
Jameson Lee KeevicanMdt Advisers, A Division Of Federated Mdta LLC otherChartwell Investment Partners, LLC otherOtherSep 6, 2013Aug 2, 2022 (3252 d)
Bethany Anne SchmittelMdt Advisers, A Division Of Federated Mdta LLC otherPnc Wealth Management otherOtherJul 19, 2013Oct 15, 2013 (88 d)
Joseph McginleyMdt Advisers, A Division Of Federated Mdta LLC otherEllis Investment Partners, LLC independent RIAOtherApr 4, 2013Jan 8, 2025 (4297 d)
Vincent StrangioMdt Advisers, A Division Of Federated Mdta LLC otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 7, 2013Mar 4, 2013
Kelly Elizabeth KuberaMdt Advisers, A Division Of Federated Mdta LLC otherPnc Wealth Management otherOtherJun 1, 2012Jul 6, 2012 (35 d)
Steven Joseph ParoliniMdt Advisers, A Division Of Federated Mdta LLC otherLPL Financial LLC otherOtherSep 20, 2011Oct 14, 2011
Robert M CacchioneMdt Advisers, A Division Of Federated Mdta LLC otherFederated Global Investment Management Corp. otherOtherMay 26, 2011Jan 7, 2011
Jack Custer EbenreiterMdt Advisers, A Division Of Federated Mdta LLC otherFederated Securities Corp. no RAUMOtherSep 14, 2010Nov 11, 2009
Nicholas Alfred MoranMdt Advisers, A Division Of Federated Mdta LLC otherFederated Securities Corp. no RAUMOtherApr 5, 2010Nov 11, 2009
Peter Christopher GustiniMdt Advisers, A Division Of Federated Mdta LLC otherFederated Investment Counseling otherOtherDec 18, 2009Jan 10, 2007
Tristan Williams BenoitMdt Advisers, A Division Of Federated Mdta LLC otherEaton Vance Management otherOtherJan 31, 2007Apr 11, 2007 (70 d)
William David OsherMdt Advisers, A Division Of Federated Mdta LLC otherTamalpais Wealth Advisors unclassifiedOtherDec 18, 2006Apr 6, 2005
Dennis Alan KarleMdt Advisers, A Division Of Federated Mdta LLC otherMorgan Stanley Dw Inc. unclassifiedOtherJun 3, 2004Jun 4, 2004
Michael John OconnorMdt Advisers, A Division Of Federated Mdta LLC otherAssetmark, Inc. otherOtherJun 27, 2003Mar 13, 2009 (2086 d)
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54 moves match.