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 Mcm Wealth

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
Robert Mark HoytMcm Wealth independent RIAVectis Capital no RAUMRIA to a newly registered adviserSep 14, 2026Jun 16, 2026
Christopher Clarke GilmorMcm Wealth independent RIAStansberry Asset Management, LLC independent RIARIA to RIADec 8, 2022Jan 23, 2023 (46 d)
Michael John HallMcm Wealth independent RIAKms Financial Services, Inc otherOtherJan 26, 2016Dec 2, 2014
Gary James SiposMcm Wealth independent RIASpc otherOtherJun 20, 2014Jun 24, 2014
Michael William ManginoMcm Wealth independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2014Jun 13, 2024 (3804 d)
Michael Craig MinkMcm Wealth independent RIAMeritas Advisors, LLC unclassifiedOtherJun 7, 2011May 26, 2011
Jonathan Gregory TullMcm Wealth independent RIAMeritas Advisors, LLC unclassifiedOtherMar 31, 2011May 26, 2011 (56 d)
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7 moves match.