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 Slavic Mutual Funds Management Corp.

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 Thomas WalshSlavic Mutual Funds Management Corp. institutionalCbiz Investment Advisory Services, LLC institutionalOtherAug 25, 2026Jun 23, 2026
Kevin David HurleySlavic Mutual Funds Management Corp. institutionalProvenance Wealth Advisors independent RIAOtherAug 25, 2026Jul 27, 2026
David R SlavicSlavic Mutual Funds Management Corp. institutionalEdward Jones national BDOtherSep 9, 2025Oct 14, 2025 (35 d)
Jennifer Vaughn KerrSlavic Mutual Funds Management Corp. institutionalPodell Financial Group LLC independent RIAOtherJul 15, 2025Aug 4, 2025
Gregory MadisonSlavic Mutual Funds Management Corp. institutionalMissionsquare Retirement BD affiliatedOtherJul 15, 2025Aug 27, 2026 (408 d)
Patrick MossSlavic Mutual Funds Management Corp. institutionalStrategic Advisers LLC national BDOtherMay 16, 2025Jun 20, 2025 (35 d)
Kevin Conlon WallaceSlavic Mutual Funds Management Corp. institutionalOnedigital institutionalOtherFeb 13, 2024Feb 21, 2024
David E HerlihySlavic Mutual Funds Management Corp. institutionalSlavic Wealth Management, Inc. no RAUMOtherJan 25, 2024Nov 27, 2023
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8 moves match.