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 Mcf 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 |
|---|---|---|---|---|---|
| Alexander Scott James Snyder | Mcf Advisors, LLC mixed wealth | Choreo, LLC independent RIA | RIA to RIA | May 17, 2024 | Jun 10, 2024 |
| Emily Nelson | Mcf Advisors, LLC mixed wealth | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2023 | Nov 20, 2023 |
| Zachary Alden Hammond | Mcf Advisors, LLC mixed wealth | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Apr 16, 2018 | Apr 20, 2018 |
| James Edward Adams | Mcf Advisors, LLC other | Ernst & Young Investment Advisers Llp no RAUM | Other | Aug 31, 2017 | Apr 1, 2019 (578 d) |
| Wesley Davis Botto | Mcf Advisors, LLC other | Commonwealth Financial Network national BD | Other | Feb 16, 2017 | Feb 15, 2017 |
| Andrew Roy Stout | Mcf Advisors, LLC other | Simply Money Advisors other | Other | Feb 15, 2013 | Mar 8, 2013 |
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6 moves match.