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 Mha Financial Corp
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 |
|---|---|---|---|---|---|
| Paul Keith Arbo | Mha Financial Corp state registered | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | May 18, 2020 | Jan 13, 2026 (2066 d) |
| James Arnold Hintz | Mha Financial Corp state registered | Physicians Investment Advisory Services Of Texas, LLC state registered | Other | Dec 31, 2018 | Oct 2, 2015 |
| Clark D Edlund | Mha Financial Corp state registered | Zt Wealth Advisory unclassified | Other | Nov 2, 2015 | Nov 18, 2015 |
| Vandolf Parish | Mha Financial Corp state registered | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Nov 6, 2014 | Sep 18, 2015 (316 d) |
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4 moves match.