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 Msh Capital Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erin Elizabeth Doherty | Msh Capital Advisors LLC independent RIA | First Command Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2025 | Jul 9, 2026 (436 d) |
| Jonathan T Bradley | Msh Capital Advisors LLC independent RIA | Demeter Tactical Investments Corp. independent RIA | RIA to RIA | Dec 31, 2024 | Jan 9, 2025 |
| David M Wentland | Msh Capital Advisors LLC independent RIA | Blueprint Financial Advisors independent RIA | RIA to RIA | Feb 21, 2024 | Feb 13, 2024 |
| Mitchell Joseph Oldewurtel | Msh Capital Advisors LLC independent RIA | Private Client Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2023 | Sep 22, 2023 |
| Vanessa M Mason | Msh Capital Advisors LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2023 | Jul 14, 2023 (35 d) |
| Eraine Johnson Parker | Msh Capital Advisors LLC independent RIA | First Citizens Investor Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2023 | Aug 16, 2023 (195 d) |
| Scott Philbrick Bowhay | Msh Capital Advisors LLC independent RIA | Investor Fan independent RIA | RIA to RIA | Dec 14, 2022 | Jan 1, 2025 (749 d) |
| Steven Philip Kulesza | Msh Capital Advisors LLC independent RIA | Dynamic independent RIA | RIA to RIA | Oct 18, 2022 | Nov 28, 2022 (41 d) |
| Stephen Jay Myers | Msh Capital Advisors LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2021 | Aug 13, 2021 (73 d) |
| George Michael Hostal | Msh Capital Advisors LLC independent RIA | Canon Asset Management Advisory, LLC state registered | RIA to a state-registered adviser | Sep 1, 2020 | May 7, 2020 |
| Lior Rusinek | Msh Capital Advisors LLC independent RIA | 147th Group LLC state registered | RIA to a state-registered adviser | Apr 8, 2020 | Jun 10, 2021 (428 d) |
| Ian Michael Rodgers | Msh Capital Advisors LLC independent RIA | Four Peaks Planning And Investments LLC state registered | RIA to a state-registered adviser | Sep 20, 2019 | Nov 6, 2019 (47 d) |
| Betsy Lou Whipple | Msh Capital Advisors LLC independent RIA | Nfsg Corporation other | Other | Mar 20, 2018 | Mar 28, 2018 |
| Julie Gebert | Msh Capital Advisors LLC other | First Financial Equity Corporation other | Other | Sep 6, 2017 | Aug 24, 2017 |
| Misty Claerbout | Msh Capital Advisors LLC other | Stifel, Nicolaus & Company, Incorporated national BD | Other | Jul 18, 2017 | Oct 26, 2017 (100 d) |
| Sally Ahmad Burgess | Msh Capital Advisors LLC no RAUM | UBS Financial Services Inc. wirehouse | Other | Jan 22, 2016 | Jan 17, 2017 (361 d) |
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16 moves match.