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 Mra Associates

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
Bradley Scott LemonMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Mark David FeldmanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Jennifer Ardella Enter ArpsMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Christina Sellers BurroughsMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Mary Ann Hennelly-FavataMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Jun 28, 2021 (91 d)
James Carl LamancusaMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Evan Daniel JudgeMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
David Bronn WestraMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Justin Thomas VandegriffMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Apr 13, 2021
Nathan Francis EricksonMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
William James FroelichMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Eric Skyler EnsignMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Harold Michael HirteMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Trevor Darrell MooreMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Ryan Charles PennimanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Christopher Michael BergtholdMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Dec 15, 2020
Englanttina DashiMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Alisha Elizabeth RussoMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Kyle James PitmanMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Feb 22, 2021
Carli Dawn PlunkettMra Associates independent RIACaptrust institutionalOtherMar 29, 2021Apr 19, 2022 (386 d)
Dale Andrew PhillipsMra Associates independent RIATarbox Family Office, Inc. independent RIARIA to RIAFeb 6, 2020Apr 27, 2020 (81 d)
Matthew Gene WalkerMra Associates independent RIATarbox Family Office, Inc. independent RIARIA to RIADec 17, 2018Jan 17, 2019 (31 d)
Christian Jared MoonMra Associates otherSanctuary Wealth Management, LLC otherOtherMay 23, 2017Jul 17, 2017 (55 d)
James Sean McgettiganMra Associates otherStoker Ostler, A Part Of Bmo Financial Group independent RIAOtherOct 21, 2014Jan 31, 2024 (3389 d)
Lia Whisler SearaMra Associates otherStonegate Capital Advisors, LLC otherOtherMar 20, 2014Apr 28, 2014 (39 d)
Joel Allen BonnemaMra Associates otherHatton Consulting, Inc. otherOtherSep 4, 2012Oct 11, 2012 (37 d)
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26 moves match.