DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Advance Capital 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.

AdvisorFromToTypeLeftRegistered
James Joseph WalshAdvance Capital Management Inc independent RIAFarther independent RIARIA to RIANov 7, 2025Nov 3, 2025
Daniel Mark AmiotAdvance Capital Management Inc independent RIAWrought Iron Financial LLC state registeredRIA to a state-registered adviserJun 21, 2024May 31, 2024
Jonathan Laurence DemossAdvance Capital Management Inc independent RIAMission Wealth Management, LP independent RIARIA to RIAMay 8, 2024May 15, 2024
John Brenner PelonAdvance Capital Management Inc independent RIAAts Capital Advisors unclassifiedOtherSep 30, 2019Oct 5, 2019
Trevor Vaughn SavageAdvance Capital Management Inc otherReinhart Partners, LLC mixed wealthOtherDec 31, 2016Feb 10, 2022 (1867 d)
Amy Marie DowlingAdvance Capital Management Inc otherCommonwealth Financial Network national BDOtherOct 18, 2013Oct 21, 2013
Mark Richard DushaneAdvance Capital Management Inc otherDushane Management, Inc. state registeredOtherAug 30, 2013Oct 29, 2024 (4078 d)
Kimberly Louise JamiesonAdvance Capital Management Inc otherTd Ameritrade, Inc. no RAUMOtherJun 13, 2013Sep 24, 2013 (103 d)
Justin Karl BolmgrenAdvance Capital Management Inc otherFmsi Advisers otherOtherSep 24, 2010Sep 23, 2010
Sean M. DobbinsAdvance Capital Management Inc otherChase Investment Services Corp. otherOtherJan 22, 2010Feb 17, 2010
Mark Daniel LablanceAdvance Capital Management Inc otherLPL Financial LLC otherOtherSep 15, 2009Sep 24, 2009
Thomas Edward RoyceAdvance Capital Management Inc otherLPL Financial LLC otherOtherNov 22, 2006Oct 6, 2006
Michael Timothy ChongAdvance Capital Management Inc otherLPL Financial LLC otherOtherNov 22, 2006Oct 6, 2006
Page 1 of 1
13 moves match.