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 Madden Advisory Services, 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 |
|---|---|---|---|---|---|
| Cory Matthew Shrader | Madden Advisory Services, Inc. independent RIA | Black Creek Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 12, 2021 | Mar 5, 2021 |
| Michelle Lynn Barron | Madden Advisory Services, Inc. independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jun 28, 2019 | Jun 14, 2019 |
| Brian M Hughes | Madden Advisory Services, Inc. independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jun 28, 2019 | Jun 13, 2019 |
| John Everette Street | Madden Advisory Services, Inc. other | Navy Federal Investment Services, LLC other | Other | Mar 24, 2017 | May 1, 2017 (38 d) |
| Steven Howard Van Wie | Madden Advisory Services, Inc. other | Strivus Wealth Partners LLC independent RIA | Other | Jan 7, 2015 | May 28, 2025 (3794 d) |
| Monique R Harran | Madden Advisory Services, Inc. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Nov 23, 2009 | Feb 14, 2011 (448 d) |
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6 moves match.