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 Madison Wealth Management

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
Michael Robert ReedMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Mar 6, 2024 (37 d)
Joseph Clifford HackMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 21, 2024
James Robert McdermottMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Jan 26, 2024
Sally Humphrey DempseyMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 21, 2024
Edward Reid KuresmanMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 21, 2024
Alan Richard HenningMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 20, 2024
Andrew B BrunsMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Jan 25, 2024
David Michael NiehausMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Jan 24, 2024
Bradley Andrew MeeksMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Jan 24, 2024
Heather Mcmichael MolloyMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 12, 2024
Jeanne-Marie SandsMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 19, 2024
Joshua Adam HandelMadison Wealth Management independent RIAMai Capital Management, LLC independent RIARIA to RIAJan 29, 2024Feb 21, 2024
Eric Scott RossMadison Wealth Management independent RIAF2 Wealth state registeredRIA to a state-registered adviserSep 15, 2022Oct 26, 2022 (41 d)
Brian Daniel TorbeckMadison Wealth Management independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseJun 1, 2022Sep 6, 2022 (97 d)
Julie Renee AlbrightMadison Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJul 23, 2020Mar 27, 2025 (1708 d)
Robert Estel CopelandMadison Wealth Management otherProfessional Financial Solutions, LLC independent RIAOtherJan 16, 2018Oct 30, 2018 (287 d)
Dawn Ellen DoeblerMadison Wealth Management otherBridgewater Wealth & Financial Management, LLC otherOtherNov 22, 2016May 17, 2016
Danya Malak KarramMadison Wealth Management otherBrilliant Advice, LLC independent RIAOtherMar 23, 2016Apr 1, 2016
Cern William BasherMadison Wealth Management otherBrilliant Advice, LLC independent RIAOtherFeb 2, 2016Mar 11, 2016 (38 d)
Page 1 of 1
19 moves match.