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 M Financial Asset Management, 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
Robert Patrick OlsonM Financial Asset Management, Inc. independent RIAFisher\Smb institutionalOtherJul 22, 2026Sep 15, 2026 (55 d)
Erik BjorvikM Financial Asset Management, Inc. independent RIAM Holdings Securities, Inc. otherOtherApr 12, 2024Jun 7, 2010
Brian Thomas MurphyM Financial Asset Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 12, 2023Jun 29, 2023
Elizabeth LegacyM Financial Asset Management, Inc. independent RIACuso Financial Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankMay 22, 2023Jun 2, 2023
Antonio CarterM Financial Asset Management, Inc. independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 27, 2023May 19, 2023
Jason C KronstadM Financial Asset Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 14, 2022Jun 7, 2024 (602 d)
Michael Constantine SkourtesM Financial Asset Management, Inc. otherM Holdings Securities, Inc. otherOtherAug 17, 2017Mar 1, 2013
Andrew Charles BrighamM Financial Asset Management, Inc. otherCoburn Barrett, LLC otherOtherJun 7, 2013Jun 4, 2018 (1823 d)
Luan Drosso DollensM Financial Asset Management, Inc. otherM Holdings Securities, Inc. otherOtherDec 4, 2012Dec 4, 2012
Spencer Alexander ProvowM Financial Asset Management, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherNov 11, 2010Nov 4, 2015 (1819 d)
Gerald Jay GravesM Financial Asset Management, Inc. otherFiligree Advisors otherOtherJan 4, 2008Feb 24, 2009 (417 d)
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11 moves match.