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 Midwest Capital 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 |
|---|---|---|---|---|---|
| Jeffrey Cannon Freeberg | Midwest Capital Advisors, LLC mixed wealth | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Apr 11, 2025 | Apr 9, 2025 |
| Stephen Jay Witte | Midwest Capital Advisors, LLC mixed wealth | Equita Financial Network, Inc. independent RIA | RIA to RIA | Oct 18, 2024 | Apr 9, 2025 (173 d) |
| Laura Ann Turo Corbiani | Midwest Capital Advisors, LLC mixed wealth | Equita Financial Network, Inc. independent RIA | RIA to RIA | Feb 26, 2024 | Mar 28, 2024 (31 d) |
| Andrew Michael Citron | Midwest Capital Advisors, LLC other | Tradewinds Global Investors, LLC other | Other | Jul 21, 2011 | Feb 9, 2011 |
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4 moves match.