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 Mdrn Capital

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
Matthew Adam TaubMdrn Capital independent RIATaub Investment Planning Services LLC state registeredRIA to a state-registered adviserFeb 11, 2026Jul 21, 2023
Andrew Conley KinderMdrn Capital independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 23, 2026Mar 3, 2026 (39 d)
Anthony Dean BagneschiMdrn Capital independent RIAMainstay Capital Management, LLC independent RIARIA to RIAJan 16, 2026Feb 20, 2026 (35 d)
Scott Eric BrockmanMdrn Capital independent RIAFarther independent RIARIA to RIAOct 14, 2025Dec 10, 2025 (57 d)
Tyler James BoschMdrn Capital independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAOct 14, 2025Oct 27, 2025
Michael Alan DewittMdrn Capital independent RIAAdvisory Alpha, LLC independent RIARIA to RIAJul 2, 2025Jan 16, 2026 (198 d)
Aljon LovelaceMdrn Capital independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 22, 2025Jun 9, 2026 (413 d)
Matthew Thomas LeddyMdrn Capital independent RIATlg Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2025Jun 15, 2026 (433 d)
Jordan Robert GrowMdrn Capital independent RIAEsi Financial Advisors independent RIARIA to RIAFeb 27, 2025May 12, 2025 (74 d)
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9 moves match.