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 Mfp Strategies

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
Michael David Molewski	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 15, 2015
Denise Louise Kowitz	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 15, 2015
William Earl Schantz	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 16, 2015
Christopher Donald Butz	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 16, 2015
David Arthur Will	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 15, 2015
Jeffrey Scott Evans	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 15, 2015
Jimmy David Edwards	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 16, 2015
Jennifer Kelly	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 15, 2015
Marcus N Magyar	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 17, 2015
Kyle Thomas Shoemaker	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 16, 2015
Zachary Ryan Mccann	Mfp Strategies other	Captrust other	Other	Dec 23, 2015	Sep 16, 2015
Aaron Michael Gabrielian	Mfp Strategies other	RBC Capital Markets, LLC national BD	Other	Mar 6, 2015	Mar 10, 2015
Sean Gregory Linder	Mfp Strategies other	Corbenic Partners, LLC other	Other	Sep 13, 2013	Sep 27, 2013
Matthew Liam Mongon	Mfp Strategies other	Morgan Stanley wirehouse	Other	Jul 26, 2011	Jan 28, 2019 (2743 d)
Kara E Schrank	Mfp Strategies other	West Capital Management, Inc. other	Other	Mar 15, 2011	Jul 20, 2011 (127 d)
Brian Daniel Bobeck	Mfp Strategies other	Cornerstone Institutional Investors, LLC other	Other	Mar 3, 2011	May 12, 2011 (70 d)
Paul Douglas Emrick	Mfp Strategies other	Morgan Stanley wirehouse	Other	Sep 9, 2010	Apr 26, 2013 (960 d)
Thomas Glenn Rutherford	Mfp Strategies other	Albemarle Capital Management unclassified	Other	Feb 27, 2009	May 5, 2009 (67 d)
Daniel Paul Paley	Mfp Strategies other	Wells Fargo Advisors wirehouse	Other	Mar 3, 2008	Mar 18, 2008
Jeffrey Thomas Loehwing	Mfp Strategies other	Nfp Advisor Services, LLC other	Other	Oct 15, 2007	Jan 14, 2008 (91 d)

Page 1 of 1

20 moves match.