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 Mckinley Carter Wealth Services, Inc.

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
Ethan KlieMckinley Carter Wealth Services, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 30, 2026Apr 9, 2026
Kathy Lee WhiteMckinley Carter Wealth Services, Inc. independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2026Nov 12, 2025
Dino Andre GiovannoneMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 23, 2025
Monica M GarverMckinley Carter Wealth Services, Inc. independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2025Nov 11, 2025
Joel A EstesMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 28, 2025
Adam Mitchell HeadleyMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Oct 23, 2025
Nicole Marie DrayMckinley Carter Wealth Services, Inc. independent RIAFarther independent RIARIA to RIANov 21, 2025Jul 17, 2026 (238 d)
Kameron Thomas SmithMckinley Carter Wealth Services, Inc. independent RIAParallel Advisors, LLC independent RIARIA to RIAApr 7, 2024Feb 27, 2024
Bradley Michael FosterMckinley Carter Wealth Services, Inc. independent RIANtv Asset Management, LLC independent RIARIA to RIAMar 23, 2023Mar 20, 2023
James David WalkerMckinley Carter Wealth Services, Inc. independent RIAKendall Capital Management independent RIARIA to RIAJul 15, 2022Jul 11, 2022
Jonathan ThomasMckinley Carter Wealth Services, Inc. independent RIALvw Advisors, LLC independent RIARIA to RIAJan 21, 2020Aug 6, 2021 (563 d)
Rodrigo DiazMckinley Carter Wealth Services, Inc. independent RIAHbks Wealth Advisors independent RIARIA to RIAOct 16, 2019Oct 15, 2019
Kara L ElledgeMckinley Carter Wealth Services, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 8, 2019Sep 26, 2019 (141 d)
Deanna Carole TomasettiMckinley Carter Wealth Services, Inc. independent RIABurt Wealth Advisors otherOtherMay 22, 2018Mar 9, 2018
Jay Raymond HuntMckinley Carter Wealth Services, Inc. otherAvantax Advisory Services BD affiliatedOtherMay 16, 2016Jan 7, 2021 (1697 d)
Russell Wayne DunkinMckinley Carter Wealth Services, Inc. otherFort Henry Capital, LLC no RAUMOtherFeb 4, 2014Jan 30, 2014
Jeremy Justin LoweMckinley Carter Wealth Services, Inc. otherFort Henry Capital, LLC no RAUMOtherFeb 4, 2014Jan 30, 2014
Kathryn Ann ConstantakisMckinley Carter Wealth Services, Inc. otherBryan Advisory Services, LLC otherOtherAug 7, 2012Apr 8, 2013 (244 d)
Brian Scott SommersMckinley Carter Wealth Services, Inc. otherRayliant Asset Management, LLC otherOtherJul 23, 2012Aug 9, 2012
Thomas Shawn AnthonyMckinley Carter Wealth Services, Inc. otherAnthony Investment Management, LLC state registeredOtherMar 23, 2012Mar 28, 2012
Seth Perry WhiteMckinley Carter Wealth Services, Inc. otherSecurity Capital Management otherOtherFeb 13, 2012May 23, 2012 (100 d)
Stacy Hanlon MchughMckinley Carter Wealth Services, Inc. otherLPL Financial LLC otherOtherMay 23, 2011Sep 21, 2011 (121 d)
Christopher Stanley CampanellaMckinley Carter Wealth Services, Inc. otherKeystone Investment Advisors, LLC state registeredOtherOct 14, 2009Sep 18, 2009
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23 moves match.