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 Mustard Seed Financial
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 |
|---|---|---|---|---|---|
| Matthew H Koehler | Mustard Seed Financial state registered | Clear Creek Financial Management, LLC independent RIA | Other | Jun 5, 2026 | May 8, 2026 |
| Howard Ralph Teutsch | Mustard Seed Financial state registered | Arcadia Investment Advisors, LLC other | Other | Aug 29, 2007 | Oct 25, 2007 (57 d) |
| Richard Joe Johannsen | Mustard Seed Financial state registered | Sunset Financial Services, Inc. other | Other | Apr 18, 2006 | May 11, 2006 |
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3 moves match.