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 Michigan Advisors, 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.

AdvisorFromToTypeLeftRegistered
Roger K BrinksMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherOct 22, 2020Jun 18, 2020
Daniel John McwilliamsMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherJul 31, 2020Jun 15, 2020
Jeffrey Lane DavisMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherJul 15, 2020Jun 22, 2020
Christopher Thomas BokmullerMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherJul 15, 2020Jun 15, 2020
Cara Perrotta GardnerMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherJul 15, 2020Jun 18, 2020
Steven Matthew DolinskiMichigan Advisors, Inc otherPks Advisory Services, LLC independent RIAOtherJul 15, 2020Jun 15, 2020
Richard Brian PriceMichigan Advisors, Inc otherMeridian Asset Management state registeredOtherMay 29, 2020Jun 22, 2020
Michelle R BrowMichigan Advisors, Inc otherStraitgate Financial L.L.C. state registeredOtherFeb 21, 2019Mar 6, 2019
Sam Gregory HuszczoMichigan Advisors, Inc otherSgh Wealth Management independent RIAOtherJul 21, 2016Jul 26, 2016
John Jay SchuchMichigan Advisors, Inc otherVoya Financial Advisors, Inc. otherOtherAug 10, 2015Aug 17, 2015
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10 moves match.