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 Meld Financial, 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 |
|---|---|---|---|---|---|
| William Drake Connor | Meld Financial, Inc. independent RIA | Independent Advisor Alliance, LLC independent RIA | RIA to RIA | Jul 24, 2024 | Aug 1, 2024 |
| Darryl Wayne Bryant | Meld Financial, Inc. other | 6th Street Advisors, LLC other | Other | Mar 17, 2011 | Mar 17, 2011 |
| Darryl Wayne Bryant | Meld Financial, Inc. other | Cambridge Investment Research Advisors, Inc. other | Other | May 21, 2008 | May 16, 2008 |
| Chloe Alethea Moore | Meld Financial, Inc. other | Financial Staples state registered | Other | Sep 10, 2007 | Aug 16, 2016 (3263 d) |
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4 moves match.