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 Missionsquare Wealth Management
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 |
|---|---|---|---|---|---|
| Geoffrey F Hathhorn | Missionsquare Wealth Management no RAUM | Charles Schwab & Co., Inc. national BD | Other | Jul 1, 2026 | Jul 7, 2026 |
| Adrienne L Stark | Missionsquare Wealth Management no RAUM | Facet independent RIA | Other | Mar 30, 2026 | Apr 7, 2026 |
| Steven David Taylor | Missionsquare Wealth Management no RAUM | Voya Financial Advisors, Inc. BD affiliated | Other | Mar 18, 2026 | Apr 16, 2026 |
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3 moves match.