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 Mill Creek Capital Advisors, 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
Brian Andrew MaxwellMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Michael H JordanMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 2, 2026
Sean Michael BannonMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 2, 2026
Patrick Joseph BurkeMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Richard Walter StevensMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 8, 2026
David James LoganMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 4, 2026
Gretchen ReganMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Richard Marsh LunsfordMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Jill Tilzer JokelsonMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Kevin Joseph KeatingMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 2, 2026
Joshua Stirling GrossMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 22, 2026
Walter Corlett HarrisMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 23, 2026
Samuel Owen McfallMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Katie Jean PooleMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Ryan M CampbellMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Robert M AsklarMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Ann Michelle FinnertyMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Sep 10, 2026 (101 d)
Jaclyn Marie ShaughnessyMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Michael Thomas LocasaleMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 4, 2026
Meaghan Fay BulyMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 3, 2026
Adam HellerMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Zachary Evan FischerMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 4, 2026
Tyson Keith ThrushMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 5, 2026
Jennifer Davis PhamMill Creek Capital Advisors, LLC independent RIAPathstone independent RIARIA to RIAJun 1, 2026Jun 8, 2026
Sean Michael AgnewMill Creek Capital Advisors, LLC independent RIAAlliancebernstein L.P. otherOtherOct 8, 2021Aug 19, 2021
Eric HayesMill Creek Capital Advisors, LLC independent RIAAlliancebernstein L.P. otherOtherOct 2, 2018Mar 23, 2021 (903 d)
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26 moves match.