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 Moreton Asset Management, 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
Jason Mark WilliamsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Andrew James RobbinsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Jordan Christopher HansenMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Daniel Victor RuskMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Jace Theodore RichardsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Benjamin Ray SehyMoreton Asset Management, LLC otherMeeder Public Funds, Inc. institutionalOtherSep 6, 2022Sep 9, 2022
Marcus Anderson NieldMoreton Asset Management, LLC institutionalD.A. Davidson & Co. independent RIAOtherFeb 28, 2022Mar 9, 2022
Dawn Camille DachenhausenMoreton Asset Management, LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherOct 29, 2020Oct 29, 2020
Ronald David NewMoreton Asset Management, LLC institutionalWhipplewood Advisors, LLC independent RIAOtherNov 26, 2019Jul 26, 2022 (973 d)
Richard H TannerMoreton Asset Management, LLC otherMML Investors Services, LLC otherOtherJul 12, 2011Mar 8, 2005
Chad James LarsenMoreton Asset Management, LLC otherNrp Financial, Inc. unclassifiedOtherJan 9, 2008Aug 27, 2007
Mathew Corey WhiteheadMoreton Asset Management, LLC otherNrp Financial, Inc. unclassifiedOtherJan 9, 2008Aug 28, 2007
Eric Matthew SholbergMoreton Asset Management, LLC otherFinancial Telesis, Inc. otherOtherApr 19, 2006Feb 25, 2009 (1043 d)
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13 moves match.