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 Mccormack Financial Planning 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Jay Cowart | Mccormack Financial Planning Inc. other | Advocacy Wealth Management, LLC independent RIA | Other | Feb 14, 2024 | Mar 19, 2024 (34 d) |
| Michael S Sava | Mccormack Financial Planning Inc. other | Wiser Wealth Management, Inc independent RIA | Other | Apr 1, 2022 | Sep 20, 2022 (172 d) |
| Roxane Sue Dimon | Mccormack Financial Planning Inc. other | Your Retirement Coach independent RIA | Other | Mar 15, 2019 | Mar 25, 2019 |
| John Archie Bowling | Mccormack Financial Planning Inc. other | Edward Jones national BD | Other | Mar 8, 2017 | Mar 27, 2017 |
| Megan Leigh Brown | Mccormack Financial Planning Inc. other | Dempsey Lord Smith, LLC other | Other | Dec 31, 2015 | Jan 14, 2016 |
Page 1 of 1
5 moves match.