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.

AdvisorFromToTypeLeftRegistered
Marco Tulio GuevaraMcadam LLC otherPnc Wealth Management BD affiliatedOtherJun 6, 2017Sep 7, 2018 (458 d)
Patrick MeyerMcadam LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 30, 2017May 30, 2017
Jacob Neuman ImpellicceiriMcadam LLC otherAvantax Advisory Services otherOtherMay 30, 2017Jun 8, 2017
James SzwercMcadam LLC otherMorgan Stanley wirehouseOtherMay 19, 2017Sep 13, 2017 (117 d)
Jason Kurt MickoolMcadam LLC otherFlorida Financial Advisors, LLC BD affiliatedOtherApr 24, 2017Aug 4, 2017 (102 d)
Danny DelgadoMcadam LLC otherFlorida Financial Advisors, LLC BD affiliatedOtherApr 24, 2017Oct 3, 2018 (527 d)
Lucas John MatarazzoMcadam LLC otherMsi Financial Services, Inc. otherOtherMar 2, 2017Feb 28, 2017
Redmond Livingston ManierreMcadam LLC otherUBS Financial Services Inc. wirehouseOtherFeb 22, 2017Feb 27, 2017
Brian Ross MichaelsMcadam LLC otherPrivate Advisor Group, LLC otherOtherFeb 15, 2017Feb 15, 2017
Keith Michael KellerMcadam LLC otherPrivate Advisor Group, LLC otherOtherFeb 15, 2017Feb 15, 2017
Matt R CowellMcadam LLC otherDelaware Capital Management Advisers, Inc no RAUMOtherJan 19, 2017Mar 15, 2017 (55 d)
Albert Michael StantonMcadam LLC otherCetera Advisors LLC otherOtherJan 17, 2017Jan 24, 2017
Azan Enrico PipernoMcadam LLC otherMorgan Stanley wirehouseOtherDec 14, 2016Jan 30, 2017 (47 d)
Richard Stuart SebastianMcadam LLC otherCommonwealth Financial Network national BDOtherNov 1, 2016Nov 1, 2016
Matthew Joseph WallMcadam LLC otherPruco Securities, LLC otherOtherOct 26, 2016Oct 21, 2016
Cassandra Frances MasceraMcadam LLC otherPnc Wealth Management otherOtherOct 26, 2016Oct 19, 2016
Christopher Gabriel TorresMcadam LLC otherIntegrated Wealth Concepts LLC independent RIAOtherOct 26, 2016Jan 1, 2024 (2623 d)
Jay Gordon LlewelynMcadam LLC otherEntrust Financial LLC independent RIAOtherOct 26, 2016Aug 24, 2023 (2493 d)
Douglas William SmithMcadam LLC otherTd Ameritrade, Inc. no RAUMOtherOct 24, 2016Nov 1, 2016
Luke DemariaMcadam LLC otherSignator Investors, Inc. otherOtherOct 24, 2016Oct 28, 2016
Thomas James RileyMcadam LLC otherHornor, Townsend & Kent, LLC BD affiliatedOtherOct 14, 2016Mar 24, 2022 (1987 d)
Charles Otto FisherMcadam LLC otherMoors & Cabot, Inc otherOtherOct 11, 2016May 21, 2018 (587 d)
Brian Edward KeenanMcadam LLC otherKeenan Financial independent RIAOtherOct 5, 2016Jan 3, 2017 (90 d)
Randal Robert DefillippisMcadam LLC otherWaddell & Reed otherOtherOct 4, 2016Oct 3, 2016
Stephen W HodgettsMcadam LLC otherFirst Capital Advisors Group, LLC otherOtherSep 8, 2016Oct 28, 2016 (50 d)
Omega James McintoshMcadam LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 24, 2016Oct 3, 2016 (40 d)
Kelly Marie ZemaitesMcadam LLC otherAdvice And Planning Services otherOtherAug 24, 2016Aug 30, 2016
Reid Jonathan SobermanMcadam LLC otherCapital Analysts otherOtherAug 23, 2016Sep 21, 2016
Jacob Sydney WaldmanMcadam LLC otherHornor, Townsend & Kent, LLC otherOtherAug 15, 2016Sep 2, 2016
Alexander Eric MetznerMcadam LLC otherMoney Concepts Advisory Service otherOtherJul 25, 2016Jul 25, 2016
Scott McveyMcadam LLC otherJ.P. Morgan Securities LLC wirehouseOtherJun 27, 2016Jul 14, 2016
Stephen Patrick SchmittMcadam LLC otherMutual Of Omaha Investor Services, Inc. no RAUMOtherJun 8, 2016Jul 13, 2016 (35 d)
Dustin Johnson JavierMcadam LLC otherAusdal Financial Partners, Inc. otherOtherMay 24, 2016May 20, 2016
Elizabeth Murielle MenteurMcadam LLC otherMorgan Stanley wirehouseOtherApr 25, 2016Mar 4, 2022 (2139 d)
Alexandra Marie FurlongMcadam LLC otherAusdal Financial Partners, Inc. otherOtherMar 29, 2016May 26, 2016 (58 d)
Jared CrockettMcadam LLC otherStrategic Advisers LLC national BDOtherJan 13, 2016Jul 13, 2016 (182 d)
Dylan John BurdickMcadam LLC otherCapital One Advisors, LLC otherOtherJan 4, 2016Aug 10, 2016 (219 d)
Dalton Lee ChandlerMcadam LLC otherEdward Jones national BDOtherDec 22, 2015May 11, 2015
Jordan JacksonMcadam LLC otherB. Riley Wealth Advisors, Inc. otherOtherDec 22, 2015Sep 13, 2017 (631 d)
James ToupinMcadam LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherDec 22, 2015Mar 13, 2019 (1177 d)
Chad Adam LevyMcadam LLC otherMorgan Stanley wirehouseOtherDec 16, 2015Jan 13, 2016
Travis John WolfeMcadam LLC otherAusdal Financial Partners, Inc. otherOtherDec 15, 2015May 20, 2016 (157 d)
Rex IozzoMcadam LLC otherStrategic Advisers LLC national BDOtherNov 3, 2015Nov 30, 2015
Stephen Michael SmithMcadam LLC otherPruco Securities, LLC otherOtherNov 3, 2015Nov 25, 2015
Alexander James PalumboMcadam LLC otherRitholtz Wealth Management independent RIAOtherOct 22, 2015Mar 1, 2021 (1957 d)
Michael Joseph KarsaMcadam LLC otherLido otherOtherOct 5, 2015Jan 21, 2016 (108 d)
Gregory Carl DrozdowMcadam LLC otherHornor, Townsend & Kent, LLC otherOtherSep 25, 2015Oct 14, 2015
Christian Robert PolitoMcadam LLC otherKeel Point, LLC otherOtherSep 21, 2015Oct 1, 2015
Megan Lee MullanMcadam LLC otherT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 21, 2015Nov 11, 2015 (51 d)
Alexander SnymanMcadam LLC otherEagle Strategies LLC otherOtherSep 8, 2015Oct 8, 2015
Bryan Allen StrettonMcadam LLC otherWealthspire Advisors otherOtherSep 8, 2015Oct 5, 2015
Andrew David MessnerMcadam LLC otherMfs Institutional Advisors Inc. otherOtherJul 16, 2015Aug 14, 2015
Jeffrey GarlattiMcadam LLC otherPruco Securities, LLC otherOtherJun 26, 2015Nov 6, 2015 (133 d)
Evan T BeachMcadam LLC otherCampbell Wealth Management, Inc. otherOtherJun 11, 2015Jun 11, 2015
John Winthrop FoleyMcadam LLC otherStrategic Advisers LLC national BDOtherJun 11, 2015Jun 6, 2017 (726 d)
Kristopher Paul BrassardMcadam LLC otherEaton Vance Management otherOtherMay 22, 2015Jan 5, 2016 (228 d)
Philippe VoegtlenMcadam LLC otherStrategic Advisers LLC national BDOtherMay 22, 2015Oct 16, 2015 (147 d)
John Bowers McconnellMcadam LLC otherM&T Securities, Inc. unclassifiedOtherMay 13, 2015Aug 19, 2015 (98 d)
Katie Woloshin CorsettoMcadam LLC otherWoloshin Investment Management, LLC independent RIAOtherApr 6, 2015Apr 1, 2015
Kyle J RolekMcadam LLC otherAccess Advisors, LLC unclassifiedOtherMar 30, 2015Apr 21, 2015
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191 moves match.