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 Mainstreet Advisors

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
Joseph Jordan CrossonMainstreet Advisors otherCapital Market Advisors, LLC state registeredOtherMay 6, 2026Aug 6, 2025
Sean Michael WhitneyMainstreet Advisors otherCibc Private Wealth Advisors, Inc. BD affiliatedOtherAug 19, 2024Sep 5, 2024
John Paul HoetingMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 12, 2024
Jonathan AdamsMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Philip Frederick VergunstMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Michael Andrew HenkeMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Ryan James HaartmanMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 14, 2024Jan 16, 2024
Cynthia Rose StroikMainstreet Advisors mixed wealthFranklin Street Advisors Inc. independent RIARIA to RIAMar 8, 2024Jan 10, 2024
Michael KemerMainstreet Advisors mixed wealthFifth Third Wealth Advisors LLC bank affiliatedOtherMar 8, 2024Jan 18, 2024
Tomasz GogolaMainstreet Advisors mixed wealthAaron Wealth Advisors independent RIARIA to RIAJun 8, 2023Jun 19, 2023
Luis Enrique Teran RiveroMainstreet Advisors otherCalamos Wealth Management LLC independent RIAOtherDec 9, 2022Jan 5, 2023
Mukti Ramesh VasanjiMainstreet Advisors otherWillow Wealth asset managerOtherNov 30, 2022Jan 19, 2023 (50 d)
Rafal Gustaw ChocholMainstreet Advisors otherAj Wealth independent RIAOtherMar 30, 2022Apr 12, 2022
Ellis Patrick ShanleyMainstreet Advisors otherPlante Moran Financial Advisors independent RIAOtherFeb 3, 2022Nov 10, 2021
Richard Jason MiltonMainstreet Advisors other103 Advisory Group independent RIAOtherAug 4, 2021Jun 4, 2021
John Andrew MariscalcoMainstreet Advisors otherStrategic Wealth Partners independent RIAOtherMar 29, 2017Feb 22, 2019 (695 d)
Ryan Patrick LaytonMainstreet Advisors otherEmeraldspark Investments state registeredOtherDec 18, 2013Jun 2, 2024 (3819 d)
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17 moves match.