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 Hedeker Wealth 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 |
|---|---|---|---|---|---|
| Michael Andrew Mcclain | Hedeker Wealth LLC independent RIA | Pac Capital, LLC state registered | RIA to a state-registered adviser | Aug 1, 2019 | Aug 8, 2019 |
| James Patrick Kozak | Hedeker Wealth LLC other | Advanced Equities, Inc. other | Other | Apr 27, 2006 | Jun 23, 2005 |
| Steven Perry Schwefel | Hedeker Wealth LLC other | Sterne Agee Investment Advisor Services, Inc. other | Other | Apr 7, 2004 | Mar 3, 2004 |
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3 moves match.