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 Mcavoy Kemp Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Crystal D Rickard | Mcavoy Kemp Wealth Management, LLC other | Cuna Brokerage Services, Inc. other | Other | Feb 10, 2017 | Feb 20, 2017 |
| Adri Senecal | Mcavoy Kemp Wealth Management, LLC other | MML Investors Services, LLC other | Other | Aug 2, 2004 | Jan 12, 2005 (163 d) |
Page 1 of 1
2 moves match.