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 Mcdermott Investment 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 |
|---|---|---|---|---|---|
| Robert Bosch | Mcdermott Investment Advisors, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jun 15, 2026 | Jul 10, 2026 |
| Daniel Edward Nemeth | Mcdermott Investment Advisors, LLC independent RIA | Oaktree Advisors LLC independent RIA | RIA to RIA | Dec 15, 2025 | Dec 19, 2025 |
| George Paul Kurtz | Mcdermott Investment Advisors, LLC independent RIA | Oaktree Advisors LLC independent RIA | RIA to RIA | Jul 1, 2024 | Jul 1, 2024 |
| Donovan Louis Stuard | Mcdermott Investment Advisors, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jun 9, 2022 | Jul 12, 2022 (33 d) |
| Anthony Robert Correnti | Mcdermott Investment Advisors, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Apr 14, 2021 | Feb 18, 2021 |
| Philip John Fredericks | Mcdermott Investment Advisors, LLC other | Waddell & Reed other | Other | Aug 24, 2007 | Aug 28, 2007 |
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6 moves match.