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 Mcadam 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 |
|---|---|---|---|---|---|
| Jason Watson | Mcadam LLC independent RIA | Garden State Investment Advisory Services, LLC independent RIA | RIA to RIA | Jul 26, 2026 | Jul 1, 2026 |
| Patrick Scott Campbell | Mcadam LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jun 24, 2026 | Jul 7, 2026 |
| Delonte Harrell | Mcadam LLC independent RIA | Quadcap Wealth Management, LLC independent RIA | RIA to RIA | Jun 24, 2026 | Jul 10, 2026 |
| Lindsey Tomasula Tummond | Mcadam LLC independent RIA | Mdrn Capital independent RIA | RIA to RIA | Jun 22, 2026 | May 27, 2026 |
| Ronald John Judkins | Mcadam LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2026 | May 6, 2026 |
| Ryan Schmitt | Mcadam LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Mar 26, 2026 | Mar 11, 2026 |
| Gabriel Michael Chase | Mcadam LLC independent RIA | Berger Financial Group independent RIA | RIA to RIA | Mar 12, 2026 | Mar 2, 2026 |
| Joseph Robert Macdonald | Mcadam LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 21, 2026 | Jan 20, 2026 |
| Raymond Arroyo | Mcadam LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 6, 2025 | Aug 28, 2026 (387 d) |
| Emily Nicole Mason | Mcadam LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2025 | Oct 9, 2025 (65 d) |
| Timothy Charles Kindelin | Mcadam LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Jun 18, 2025 | Jan 8, 2026 (204 d) |
| Constantine Steven Pavlack | Mcadam LLC independent RIA | Captrust institutional | Other | Apr 28, 2025 | Jun 9, 2025 (42 d) |
| Karen Sullivan | Mcadam LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 29, 2025 | Jan 2, 2025 |
| Sean Patrick Oneil | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 2, 2025 |
| Tucker Vaughan Roeder | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 10, 2025 | Jan 27, 2025 |
| Patrick Andrew Lawler | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 30, 2025 |
| Jeffrey Garrett Van Siclen | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Marc Stefan Instrum | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Jacob Sydney Waldman | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| Michael Robert Dias | Mcadam LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 13, 2025 |
| David Tierney | Mcadam LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 13, 2024 | Oct 28, 2024 |
| Russell Anthony Brooking | Mcadam LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | Dec 12, 2023 |
| Daniel Joseph Stefanski | Mcadam LLC independent RIA | My Wealth Planners state registered | RIA to a state-registered adviser | Jun 7, 2024 | Jan 2, 2025 (209 d) |
| Luke James Snyder | Mcadam LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | May 20, 2024 | May 23, 2024 |
| Maxwell Patrick Stangret | Mcadam LLC independent RIA | Assetmark, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2024 | Jul 30, 2025 (453 d) |
| Milo C. Vath | Mcadam LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 18, 2024 | Jul 9, 2026 (812 d) |
| Luke Francis Bagley | Mcadam LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 18, 2024 | May 14, 2024 |
| Taylor Lewis Bennett | Mcadam LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Mar 1, 2024 | Aug 29, 2024 (181 d) |
| Samer Hani Salha | Mcadam LLC independent RIA | Symphony Financial, Ltd. Co. independent RIA | RIA to RIA | Mar 1, 2024 | Feb 15, 2024 |
| Reagan Magill Newton | Mcadam LLC independent RIA | Symphony Financial, Ltd. Co. independent RIA | RIA to RIA | Feb 21, 2024 | Feb 15, 2024 |
| Nathan Edward Niewinski | Mcadam LLC independent RIA | Money Concepts Advisory Service BD affiliated | RIA to affiliated broker-dealer or bank | Jan 23, 2024 | Feb 27, 2024 (35 d) |
| Paul Mankarious | Mcadam LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Dec 4, 2023 | Dec 6, 2023 |
| Bernard Joseph Gillis | Mcadam LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2023 | Mar 27, 2024 (182 d) |
| Tanner Wilson Vandermark | Mcadam LLC independent RIA | Park Lane Financial Group LLC state registered | RIA to a state-registered adviser | Sep 27, 2023 | Mar 21, 2025 (541 d) |
| Justin Lee | Mcadam LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jul 27, 2023 | Nov 9, 2023 (105 d) |
| Cole Mccain Draper | Mcadam LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 26, 2023 | Jul 19, 2023 |
| Thomas Scott Anderson | Mcadam LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 29, 2023 | Oct 10, 2023 (103 d) |
| Joshua William Levitus | Mcadam LLC independent RIA | New Century Financial Group, LLC independent RIA | RIA to RIA | Jun 14, 2023 | Jun 16, 2023 |
| Cooper Jeffrey Perry | Mcadam LLC independent RIA | Embree Financial Group mixed wealth | RIA to RIA | Jun 8, 2023 | Sep 19, 2023 (103 d) |
| Nicolas Borja Ranney Thornton | Mcadam LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2023 | May 3, 2023 |
| Andrew William Hardin | Mcadam LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2023 | Jun 11, 2024 (405 d) |
| Jacob Hurley | Mcadam LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2023 | Aug 23, 2024 (515 d) |
| Jack Edward Franceschina | Mcadam LLC independent RIA | Captrust institutional | Other | Feb 16, 2023 | Mar 21, 2023 (33 d) |
| Stephen Thomas Mccarrick | Mcadam LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Feb 13, 2023 | Sep 18, 2024 (583 d) |
| Ruth Melody Chigozie Chukwunyere | Mcadam LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2023 | Feb 27, 2023 |
| John Barrett | Mcadam LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jan 17, 2023 | Aug 10, 2024 (571 d) |
| Rodrigo Lopez | Mcadam LLC independent RIA | Td Private Client Wealth LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 17, 2023 | Mar 10, 2023 (52 d) |
| Joel Andrew Leibengood | Mcadam LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2022 | Aug 8, 2023 (425 d) |
| Gavin Timothy Fox | Mcadam LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2022 | Aug 25, 2022 (84 d) |
| Kirtan Patel | Mcadam LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | May 19, 2022 | Jan 17, 2025 (974 d) |
| Alexandra Rhys Paxton | Mcadam LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 13, 2022 | Sep 14, 2022 (124 d) |
| Dannise Mazzola | Mcadam LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 12, 2022 | May 5, 2026 (1484 d) |
| Thomas Arundale | Mcadam LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Mar 15, 2022 | Sep 28, 2023 (562 d) |
| Hugh Quinn | Mcadam LLC independent RIA | Brown | Miller Wealth Management, LLC independent RIA | RIA to RIA | Feb 9, 2022 | Jul 17, 2024 (889 d) |
| Blake Jackson Willis | Mcadam LLC independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Feb 8, 2022 | Jul 7, 2026 (1610 d) |
| Jake Anton Balistreri | Mcadam LLC independent RIA | Sagepoint Financial, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 10, 2022 | Jan 18, 2023 (373 d) |
| Jack Forjan | Mcadam LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jan 5, 2022 | Mar 27, 2026 (1542 d) |
| Matthew Wrobel | Mcadam LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2021 | Jan 24, 2023 (399 d) |
| William Turner White IV | Mcadam LLC independent RIA | Assetmark, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 10, 2021 | Feb 23, 2022 (75 d) |
| Sean Michael Wilson | Mcadam LLC independent RIA | Jfs Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 2, 2021 | Dec 13, 2023 (741 d) |
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191 moves match.