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 Market Street Wealth Management Advisors, 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 |
|---|---|---|---|---|---|
| Jared Austin Defore | Market Street Wealth Management Advisors, LLC independent RIA | Onward Fi, LLC state registered | RIA to a state-registered adviser | Jun 16, 2023 | Jun 21, 2023 |
| Andrew Lee Feutz | Market Street Wealth Management Advisors, LLC independent RIA | Migration Wealth Management, LLC state registered | RIA to a state-registered adviser | Feb 24, 2022 | Feb 25, 2022 |
| Alexis Lynn Woodward | Market Street Wealth Management Advisors, LLC independent RIA | Blend Wealth state registered | RIA to a state-registered adviser | Jul 29, 2021 | Aug 30, 2021 (32 d) |
| Timothy Brad Woodward | Market Street Wealth Management Advisors, LLC independent RIA | Shoreline Wealth Advisors independent RIA | RIA to RIA | Jul 2, 2018 | Jul 31, 2018 |
| Brenda Kay Baier | Market Street Wealth Management Advisors, LLC other | Shoreline Wealth Advisors other | Other | Oct 8, 2015 | Oct 15, 2015 |
| Brian O. Wright | Market Street Wealth Management Advisors, LLC other | Unitewright, LLC unclassified | Other | Oct 21, 2014 | Oct 15, 2014 |
Page 1 of 1
6 moves match.