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 Mj Retirement
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 |
|---|---|---|---|---|---|
| Brea Nicole Morrison Dantin | Mj Retirement institutional | Shepherd Financial Investment Advisory LLC institutional | Other | Jan 8, 2026 | Mar 6, 2026 (57 d) |
| Matthew Michael Fleck | Mj Retirement institutional | Mma Securities LLC no RAUM | Other | Oct 17, 2025 | Oct 20, 2025 |
| Austin Patrick Miller | Mj Retirement institutional | Charles Schwab & Co., Inc. national BD | Other | Nov 17, 2020 | Nov 30, 2021 (378 d) |
| Peter Daniel Walkey | Mj Retirement institutional | Cbiz Investment Advisory Services, LLC institutional | Other | Aug 5, 2020 | Oct 19, 2020 (75 d) |
| Kristin V Dunlevy | Mj Retirement institutional | Savvy independent RIA | Other | Mar 29, 2018 | Jul 3, 2025 (2653 d) |
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5 moves match.