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 Ml&R Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Lee Harvey | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Kira Leigh Scott | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Pamela Jean Raffaele | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Stuart Vick Smith | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Vanessa Lynn Mcelwrath | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Julie Elizabeth Reinhardt | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 1, 2024 |
| Scott Frederick Adair | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 1, 2024 |
| Stefany Natalia Quirico Canepa | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 10, 2024 |
| Sarah Christine Wasaff | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Nicolle Lachelle Yates | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Bryce Anthony Currier | Ml&R Wealth Management LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 29, 2024 | Apr 2, 2024 |
| Alfred Francis Frey | Ml&R Wealth Management LLC independent RIA | Maslow Wealth Advisors independent RIA | RIA to RIA | Mar 5, 2024 | Mar 22, 2024 |
| Marybeth Christine Meyer | Ml&R Wealth Management LLC independent RIA | Bona Fide Wealth no RAUM | RIA to a newly registered adviser | Mar 5, 2024 | May 3, 2024 (59 d) |
| Carli Renee Smith | Ml&R Wealth Management LLC independent RIA | Burkholder Wealth Management independent RIA | RIA to RIA | Mar 5, 2024 | Mar 1, 2024 |
| Thomas Carson Carter | Ml&R Wealth Management LLC other | Retirement Plan Fiduciaries, LLC other | Other | Feb 1, 2012 | Feb 29, 2012 |
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15 moves match.