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 Madrona Financial & Cpas
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 |
|---|---|---|---|---|---|
| Nicholas Stephen Wold | Madrona Financial & Cpas independent RIA | Alitus Financial Services state registered | RIA to a state-registered adviser | May 7, 2026 | May 19, 2026 |
| Jesse Fernandes Deason | Madrona Financial & Cpas independent RIA | Serene Wealth Planning, LLC state registered | RIA to a state-registered adviser | Sep 18, 2019 | Oct 4, 2019 |
| Dawn Edythe Campbell | Madrona Financial & Cpas independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Jun 3, 2019 | Jul 11, 2019 (38 d) |
| John Edwin Stillman | Madrona Financial & Cpas other | Ae Wealth Management, LLC other | Other | Dec 1, 2016 | Dec 2, 2016 |
| Daniel S Kean | Madrona Financial & Cpas other | Buckingham Strategic Wealth, LLC other | Other | Apr 1, 2016 | Apr 8, 2016 |
| Dale Raymond Curtis | Madrona Financial & Cpas other | Hbw Advisory Services LLC other | Other | Jan 12, 2016 | Feb 16, 2016 (35 d) |
| Jason Andrew Mcgary | Madrona Financial & Cpas other | Fisher Investments other | Other | Jan 12, 2011 | Jul 19, 2013 (919 d) |
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7 moves match.