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 Mayflower Advisors

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
Colin Patrick CroninMayflower Advisors mixed wealthShp Wealth Management, LLC independent RIARIA to RIAMay 1, 2026May 28, 2026
Robert Lowell LyonMayflower Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherMar 8, 2024Mar 13, 2024
Justin Alexander LonderganMayflower Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherMar 8, 2024Mar 13, 2024
Justin GaudinoMayflower Advisors independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 9, 2024Mar 12, 2024 (32 d)
Michael Joseph MccarthyMayflower Advisors independent RIAPallas Capital Advisors, LLC independent RIARIA to RIAJun 30, 2023Jun 26, 2023
Damien Thomas DepeterMayflower Advisors independent RIAPallas Capital Advisors, LLC independent RIARIA to RIAJun 30, 2023Jun 26, 2023
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6 moves match.