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 Mclaughlin Ryder Investments, 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 |
|---|---|---|---|---|---|
| Paige Wyman Pierce | Mclaughlin Ryder Investments, Inc. independent RIA | Stratos Wealth Advisors LLC independent RIA | RIA to RIA | Apr 1, 2021 | Aug 30, 2021 (151 d) |
| Scott Albert Grebenstein | Mclaughlin Ryder Investments, Inc. independent RIA | Foresight Financial Services, LLC state registered | RIA to a state-registered adviser | Feb 23, 2021 | Mar 22, 2021 |
| Lanie Elizabeth Nikes | Mclaughlin Ryder Investments, Inc. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Oct 11, 2019 | Aug 10, 2022 (1034 d) |
| Jeffrey Michael Sciscilo | Mclaughlin Ryder Investments, Inc. independent RIA | 4j Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Oct 8, 2018 | Oct 8, 2018 |
| Joshua Wright Goulding | Mclaughlin Ryder Investments, Inc. independent RIA | 4j Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Oct 8, 2018 | Oct 8, 2018 |
| Eleanor Hawkins Maguire | Mclaughlin Ryder Investments, Inc. other | Dyson Capital Advisors, LLC independent RIA | Other | Apr 27, 2017 | Apr 1, 2019 (704 d) |
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6 moves match.