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 Mader & Shannon Wealth Management
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 |
|---|---|---|---|---|---|
| Austin Grant Harrison | Mader & Shannon Wealth Management independent RIA | Convergence Financial independent RIA | RIA to RIA | Jul 1, 2024 | Jul 5, 2024 |
| Taylor Alexandra Graham | Mader & Shannon Wealth Management independent RIA | Creative Planning independent RIA | RIA to RIA | Jun 17, 2024 | Jun 24, 2024 |
| Marcus Wayne Gibbens | Mader & Shannon Wealth Management independent RIA | Danda Trouve Investment Management, Inc. independent RIA | RIA to RIA | Mar 4, 2019 | May 24, 2019 (81 d) |
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3 moves match.