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
Nicholas David Dalessandro	Mcadam LLC other	Jacobi Capital Management, LLC other	Other	Mar 24, 2015	Jun 24, 2015 (92 d)
Elvis Hoxha	Mcadam LLC other	Transamerica Financial Advisors, LLC other	Other	Mar 24, 2015	Aug 31, 2017 (891 d)
Pablo De La Llama	Mcadam LLC no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Feb 24, 2015	Mar 22, 2023 (2948 d)
John Tyler Moriarty	Mcadam LLC no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Feb 12, 2015	Mar 4, 2015
Sean Taylor Stodart	Mcadam LLC no RAUM	Securian Financial Services, Inc. other	Other	Feb 10, 2015	Dec 2, 2015 (295 d)
Michael Panagis	Mcadam LLC no RAUM	Voya Financial Advisors, Inc. other	Other	Jan 14, 2015	Nov 19, 2014
Thomas Lawrence Reid	Mcadam LLC no RAUM	Citizens Securities, Inc. other	Other	Jan 14, 2015	Mar 4, 2015 (49 d)
Steven Joseph Morrow	Mcadam LLC no RAUM	State Farm Investment Management Corp. asset manager	Other	Jan 14, 2015	Aug 16, 2019 (1675 d)
Mark Jutkowitz	Mcadam LLC no RAUM	Commonwealth Financial Network national BD	Other	Jan 6, 2015	Jan 2, 2015
Thomas Loran Austin	Mcadam LLC no RAUM	Hirtle & Co., LLC asset manager	Other	Dec 11, 2014	Apr 22, 2019 (1593 d)
Lyndsey Berry	Mcadam LLC no RAUM	Voya Financial Advisors, Inc. other	Other	Dec 11, 2014	Dec 3, 2014

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191 moves match.