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 Buffington Mohr Mcneal

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
Carey Hale McnealBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Bruce Richard MohrBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Stephen Michael KovachBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Joseph Alfred EigurenBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Daniel Douglas PotterBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Tyler Stanton LangBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Nhung Ngoc Hong DangBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Ryan Lawrence MaloneBuffington Mohr Mcneal independent RIAEp Wealth Advisors independent RIARIA to RIAJun 27, 2025Jun 11, 2025
Margaret M GuentherBuffington Mohr Mcneal independent RIAHb Wealth independent RIARIA to RIAMar 7, 2025Apr 14, 2025 (38 d)
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9 moves match.