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 Mcdonald Partners 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
Helene ShafiyanMcdonald Partners LLC independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Sep 3, 2025
Michael Clarence PowersMcdonald Partners LLC independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Sep 3, 2025
John Vincent GoodmanMcdonald Partners LLC independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Sep 3, 2025
Jared Daniel GoodmanMcdonald Partners LLC independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2025Sep 3, 2025
William Stephen FazekasMcdonald Partners LLC independent RIAOnedigital institutionalOtherAug 15, 2025Aug 22, 2025
Mark Henry PeyserMcdonald Partners LLC independent RIARetirement Income Solutions, Inc. independent RIARIA to RIAApr 27, 2023Jun 1, 2023 (35 d)
Amanda JenkinsMcdonald Partners LLC independent RIAFirst Command Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 23, 2022Dec 8, 2022
Angelina GerovacMcdonald Partners LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 14, 2022Oct 6, 2022
Mindy Leigh QuaMcdonald Partners LLC independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankAug 22, 2022Aug 22, 2022
Sean G KriakMcdonald Partners LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 10, 2022Sep 29, 2022 (50 d)
Deanna Cilnyk RoegerMcdonald Partners LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 10, 2022Sep 6, 2022
Joseph Louis PalkoMcdonald Partners LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 10, 2022Aug 18, 2022
Michelle Conley HegartyMcdonald Partners LLC independent RIAJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2022Aug 1, 2022
Todd Clark KalishMcdonald Partners LLC independent RIAPark Edge Advisors, LLC no RAUMRIA to a newly registered adviserJul 5, 2022Jul 1, 2022
Richard Wayne LowrieMcdonald Partners LLC independent RIAStratos Wealth Advisors LLC independent RIARIA to RIASep 30, 2020Sep 30, 2020
Kimberly Rudolph MurphyMcdonald Partners LLC independent RIAPark Edge Advisors, LLC no RAUMRIA to a newly registered adviserSep 30, 2020Jul 1, 2022 (639 d)
Lisa RosenthalMcdonald Partners LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 28, 2020Sep 30, 2020
Timothy A Ryan HansonMcdonald Partners LLC independent RIAFacet independent RIARIA to RIASep 24, 2020Oct 22, 2020
Audrey L WheelerMcdonald Partners LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 9, 2019Feb 7, 2019
Charles Henry GarridoMcdonald Partners LLC independent RIAA.G.P / Alliance Global Partners independent RIARIA to RIAOct 30, 2018Oct 31, 2018
Adriana M Bastos-RandallMcdonald Partners LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankApr 9, 2018Apr 9, 2018
Richard Victor SimkusMcdonald Partners LLC otherPrism Advisory Group, LLC otherOtherDec 31, 2017Jan 13, 2010
Robert Joseph SavinoMcdonald Partners LLC otherPrism Advisory Group, LLC otherOtherDec 31, 2017Jan 19, 2010
Bryan Robert BlackburnMcdonald Partners LLC otherCarnegie Investment Counsel otherOtherJul 21, 2017Aug 22, 2017 (32 d)
Scott E. DubinMcdonald Partners LLC otherB Riley Wealth Management otherOtherFeb 24, 2014Feb 24, 2014
John Cameron LipajMcdonald Partners LLC otherRaymond James Financial Services Advisors, Inc otherOtherFeb 21, 2014Feb 20, 2014
Dana G HastingsMcdonald Partners LLC otherProsperity Capital Advisors otherOtherJul 5, 2013Jul 23, 2013
Joseph Cox GranzierMcdonald Partners LLC otherRehmann Wealth otherOtherJun 18, 2013Jul 10, 2013
Danielle Leigh DelongchampMcdonald Partners LLC otherSpc otherOtherApr 10, 2013Apr 30, 2013
Peter Joseph SavarinoMcdonald Partners LLC otherCreo Global Capital LLC state registeredOtherDec 10, 2012May 2, 2013 (143 d)
Dana G HastingsMcdonald Partners LLC otherSequoia Financial Group, L.L.C. otherOtherSep 5, 2012Sep 24, 2012
Robert Newton PollockMcdonald Partners LLC otherPollock Investment Advisors, LLC otherOtherJul 6, 2010Jul 23, 2010
James Kerr PollockMcdonald Partners LLC otherPollock Investment Advisors, LLC otherOtherJul 6, 2010Jul 23, 2010
Milena C Olvera-VanvoorhiesMcdonald Partners LLC otherBanc Of America Investment Services, Inc. unclassifiedOtherApr 21, 2008Apr 24, 2008
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34 moves match.