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 Gouldin & Mccarthy, 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.

AdvisorFromToTypeLeftRegistered
Thomas James McevoyGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022Jan 19, 2022
Michael James MintonGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022Jan 19, 2022
Christopher T ConyersGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022Dec 14, 2021
Michael Hayes GouldinGouldin & Mccarthy, LLC independent RIAComprehensive Capital Management, Inc. otherOtherJul 20, 2022Mar 23, 2004
Daniel Michael MccarthyGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022Dec 2, 2021
Andrew JefferysGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022Dec 2, 2021
Ryan JensenGouldin & Mccarthy, LLC independent RIAOnedigital institutionalOtherJul 20, 2022May 4, 2022
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7 moves match.