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 Magnate Advisory Services, 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
Michael Ray OhmstedeMagnate Advisory Services, LLC independent RIAFisher Investments independent RIARIA to RIAMay 5, 2026May 20, 2026
Patrick John RumoroMagnate Advisory Services, LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2023Apr 14, 2023
Marc Andre NoonanMagnate Advisory Services, LLC independent RIARetirement Planning Solutions, LLC independent RIARIA to RIAMay 18, 2021May 19, 2021
Michael Jerome EllisonMagnate Advisory Services, LLC independent RIARetirement Planning Solutions, LLC no RAUMRIA to a newly registered adviserApr 29, 2021Mar 1, 2021
John Carroll HutchinsMagnate Advisory Services, LLC independent RIARetirement Planning Solutions, LLC no RAUMRIA to a newly registered adviserApr 29, 2021Mar 1, 2021
Paidemoyo Brian CharasikaMagnate Advisory Services, LLC independent RIAAmerican Capital Management, Inc. state registeredRIA to a state-registered adviserSep 28, 2020Jan 28, 2021 (122 d)
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6 moves match.