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 Mcbee Advisors, 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 |
|---|---|---|---|---|---|
| Justin Walt Parker | Mcbee Advisors, Inc. other | Kestra Private Wealth Services, LLC BD affiliated | Other | Dec 18, 2020 | Dec 18, 2020 |
| Seth David Mcbee | Mcbee Advisors, Inc. other | Ssn Advisory, Inc. other | Other | May 25, 2016 | Feb 7, 2008 |
| Patrick Lohr Flynn | Mcbee Advisors, Inc. other | Eagle Strategies LLC other | Other | Apr 23, 2012 | May 29, 2012 (36 d) |
| Jeffery A. Sawyer | Mcbee Advisors, Inc. other | Chase Investment Services Corp. other | Other | Sep 28, 2011 | Aug 26, 2011 |
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4 moves match.