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 Mai Capital 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.

AdvisorFromToTypeLeftRegistered
Robert Christopher ChorlinsMai Capital Management, LLC independent RIASavvy independent RIARIA to RIAJul 23, 2026Aug 10, 2026
Andrew John ZalicMai Capital Management, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2026Aug 11, 2026 (36 d)
Dylan Ray CaslerMai Capital Management, LLC independent RIAMcdonald Partners LLC independent RIARIA to RIAJun 18, 2026Jul 17, 2026
Michael Andrew FetskoMai Capital Management, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJun 1, 2026Jun 30, 2026
Armen George KeheyanMai Capital Management, LLC independent RIAEvolve Private Wealth, LLC independent RIARIA to RIAMay 5, 2026May 18, 2026
Meghan Kathleen DohertyMai Capital Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 27, 2026Jun 2, 2026 (36 d)
Nicholas AndrianMai Capital Management, LLC independent RIAEvolve Private Wealth, LLC independent RIARIA to RIAApr 21, 2026Apr 20, 2026
Cody JamesMai Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 10, 2026May 6, 2026
Mark Steven OstroffMai Capital Management, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAMar 31, 2026Apr 7, 2026
Christopher Laurence WatsonMai Capital Management, LLC independent RIARwa Wealth Partners independent RIARIA to RIAFeb 27, 2026Jul 9, 2026 (132 d)
Christopher L. FetesMai Capital Management, LLC independent RIAGrey Rhodes Advisors, LLC state registeredRIA to a state-registered adviserFeb 24, 2026May 22, 2026 (87 d)
Austin L BarrMai Capital Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Mar 26, 2026 (101 d)
Grace C JaehnenMai Capital Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 29, 2025Feb 6, 2026 (130 d)
Matthew HarrisMai Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIASep 17, 2025Sep 18, 2025
Mitchel Travis FaulknerMai Capital Management, LLC independent RIADestiny Wealth Partners, LLC independent RIARIA to RIASep 2, 2025Sep 18, 2025
Joseph Tyndale NeffMai Capital Management, LLC independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAAug 4, 2025Nov 12, 2025 (100 d)
Thomas SimsMai Capital Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJul 22, 2025Jun 9, 2026 (322 d)
Carlos Jacob PoblanoMai Capital Management, LLC independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIAJul 16, 2025Sep 12, 2025 (58 d)
Jordan S PressMai Capital Management, LLC independent RIAF L Putnam Investment Management Co. independent RIARIA to RIAJul 10, 2025Jul 2, 2025
Nathan Hite LawheadMai Capital Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 5, 2025Jun 10, 2025 (36 d)
Anthony Comeau DavisMai Capital Management, LLC independent RIABrass Capital state registeredRIA to a state-registered adviserApr 28, 2025Apr 30, 2025
Timothy John O'SheiMai Capital Management, LLC independent RIAF L Putnam Investment Management Co. independent RIARIA to RIAMar 27, 2025Apr 15, 2025
Hector I LunaMai Capital Management, LLC independent RIAMerit Financial Advisors independent RIARIA to RIAMar 20, 2025Apr 15, 2025
Jonathan D BarnaMai Capital Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 14, 2025Mar 18, 2025
Heather Mcmichael MolloyMai Capital Management, LLC independent RIAAtlas independent RIARIA to RIASep 6, 2024Sep 17, 2024
Alexandra Lauren SwansonMai Capital Management, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIASep 3, 2024Sep 6, 2024
Matthew CavanaughMai Capital Management, LLC independent RIAXxi Wealth, LLC no RAUMRIA to a newly registered adviserAug 26, 2024Aug 27, 2024
James MaherMai Capital Management, LLC independent RIACalamos Wealth Management LLC independent RIARIA to RIADec 15, 2023Feb 23, 2024 (70 d)
Nicholas Alexander Ferrari-SmithMai Capital Management, LLC independent RIACapitol Private Wealth Group LLC independent RIARIA to RIADec 13, 2023Feb 1, 2024 (50 d)
Patrick Steven McdonaldMai Capital Management, LLC independent RIAManhattan West Asset Management, LLC mixed wealthRIA to RIAMar 16, 2023Mar 22, 2023
Olha Sophia PaluchMai Capital Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 13, 2023Jul 10, 2026 (1274 d)
Nicholas Michael KaplanMai Capital Management, LLC independent RIACornerstone Wealth Management independent RIARIA to RIAJul 6, 2022Jul 28, 2022
Gregory John RossMai Capital Management, LLC independent RIACreative Planning independent RIARIA to RIAMay 31, 2022Jun 3, 2022
Jamie Stewart CaudillMai Capital Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMay 2, 2022Jun 20, 2025 (1145 d)
Christopher Robert BarrMai Capital Management, LLC independent RIABluestone Private Wealth, LLC independent RIARIA to RIAMay 2, 2022May 18, 2023 (381 d)
Stephanie Lynn SandleMai Capital Management, LLC independent RIABluestone Private Wealth, LLC independent RIARIA to RIAMay 2, 2022May 18, 2023 (381 d)
Regan Joseph FlahertyMai Capital Management, LLC independent RIAProathlete Wealth Management LLC independent RIARIA to RIADec 8, 2021Jan 1, 2025 (1120 d)
Nicholas GromanMai Capital Management, LLC independent RIAHoran Wealth Management independent RIARIA to RIAJun 1, 2020Jun 15, 2020
Thomas William SchrockMai Capital Management, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankNov 8, 2018Jun 27, 2019 (231 d)
John Morris HudsonMai Capital Management, LLC otherIndependent Financial Partners otherOtherNov 2, 2016Nov 7, 2016
Michael Reigle WagnerMai Capital Management, LLC otherTolleson Private Wealth Management otherOtherApr 20, 2016Jul 21, 2017 (457 d)
Arthur Gates MerrimanMai Capital Management, LLC otherCarnegie Investment Counsel otherOtherJul 8, 2014Jan 2, 2015 (178 d)
David John CostiganMai Capital Management, LLC otherBanyan Partners, LLC otherOtherMay 3, 2010Aug 16, 2010 (105 d)
Margie Campbell CarpenterMai Capital Management, LLC otherBell Tower Advisors, LLC unclassifiedOtherMay 27, 2008Apr 26, 2010 (699 d)
Brian Martin ChaitMai Capital Management, LLC other2 Knights Wealth Management, LLC independent RIAOtherMay 27, 2008Dec 6, 2020 (4576 d)
Kurt Jay SchoepplerMai Capital Management, LLC otherInternational Management Advisors Ltd. independent RIAOtherNov 22, 2006Jun 28, 2018 (4236 d)
Christopher Raymond IsabellaMai Capital Management, LLC otherFairport Asset Management, LLC unclassifiedOtherNov 22, 2006Dec 6, 2006
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47 moves match.