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 Mcgee Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Jennifer Currin Gutridge | Mcgee Wealth Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 29, 2021 | Mar 29, 2021 |
| Sarah Elise Berry | Mcgee Wealth Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 29, 2021 | Mar 29, 2021 |
| Theresa May Bedard | Mcgee Wealth Management, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 29, 2021 | Mar 29, 2021 |
| Travis Allen Harper | Mcgee Wealth Management, Inc. independent RIA | Confluence Wealth Management LLC independent RIA | RIA to RIA | Feb 28, 2019 | Mar 12, 2019 |
| John Faircloth | Mcgee Wealth Management, Inc. other | LPL Financial LLC other | Other | Feb 12, 2014 | Oct 1, 2013 |
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5 moves match.