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 Mcilrath & Eck, 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
Ian James WardleMcilrath & Eck, LLC independent RIALifeworks Advisors, LLC independent RIARIA to RIAMar 7, 2023Mar 29, 2023
Adelaide Leslie GrimmMcilrath & Eck, LLC independent RIAIndependent Financial Group, LLC independent RIARIA to RIAJun 8, 2020Jun 8, 2020
Brian O WyattMcilrath & Eck, LLC independent RIAFinancial Management, Inc. independent RIARIA to RIAJun 20, 2018Apr 6, 2018
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3 moves match.