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 My Legacy Advisors, 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
Chad Everett StaskalMy Legacy Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2026Sep 30, 2025
Matthew A HobsonMy Legacy Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2026Sep 15, 2025
Suzanne Lynn DanielMy Legacy Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2026Sep 10, 2025
Jake Taylor SpringerMy Legacy Advisors, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 12, 2026Sep 18, 2025
Mathew W HunnicuttMy Legacy Advisors, LLC independent RIATrue Wealth Group no RAUMRIA to a newly registered adviserOct 1, 2024Aug 19, 2024
Ian Patrick LaimbeerMy Legacy Advisors, LLC independent RIATrue Wealth Group no RAUMRIA to a newly registered adviserOct 1, 2024Aug 19, 2024
Eric Jon MunkebyMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
Kenneth John KramerMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
Alexander Louis BushMy Legacy Advisors, LLC independent RIAOnedigital institutionalOtherFeb 20, 2020Feb 19, 2026 (2191 d)
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9 moves match.