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

Arrivals at The Mather Group, 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
Ying Ying HuangTreybourne Wealth Planners independent RIAThe Mather Group, LLC independent RIARIA to RIAAug 5, 2021Aug 9, 2021
Brandon J ButlerMoss, Luse & Womble, LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAJul 19, 2021Jul 21, 2021
Laura Marie SweeneySouthern Wealth Management Llp independent RIAThe Mather Group, LLC independent RIARIA to RIAJul 5, 2021Aug 3, 2021
Jason PanFacet independent RIAThe Mather Group, LLC independent RIARIA to RIAJun 8, 2021Jun 10, 2021
Rachel Roseberry BallengeeIntrua Financial independent RIAThe Mather Group, LLC independent RIARIA to RIAApr 5, 2021Apr 14, 2021
Lucas Anthony VeldhuisPathstone independent RIAThe Mather Group, LLC independent RIARIA to RIAMar 29, 2021Apr 9, 2021
John William WimbiscusTrinity Financial Advisors LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAFeb 2, 2021Feb 3, 2021
Robert H GlassEdelman Financial Engines mixed wealthThe Mather Group, LLC independent RIARIA to RIAOct 6, 2020Oct 8, 2020
Joshua R MasonCharles Schwab & Co., Inc. national BDThe Mather Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Oct 8, 2020
Joshua Alexander CarucciMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseThe Mather Group, LLC independent RIAWirehouse to independent RIASep 15, 2020Sep 24, 2020
Jeffrey Earl RileyPartnersinwealth, Inc independent RIAThe Mather Group, LLC independent RIARIA to RIASep 8, 2020Sep 14, 2020
Nathan LukePartnersinwealth, Inc independent RIAThe Mather Group, LLC independent RIARIA to RIASep 8, 2020Sep 14, 2020
Bradley Shane PhillipsBarnett Financial, Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAJul 2, 2020Jun 11, 2020
Robert Bryan HanklaResource Advisory Services, Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAJun 26, 2020Jun 9, 2020
Priscilla Colleen BirtResource Advisory Services, Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAJun 26, 2020Jun 11, 2020
David Karl PenceThe Daniel Group otherThe Mather Group, LLC independent RIAOtherJan 7, 2020Jan 9, 2020
Elisa A. FierroEllevest independent RIAThe Mather Group, LLC independent RIARIA to RIADec 13, 2019Aug 6, 2020 (237 d)
Jennifer Ann O'HaraRph Financial Services, Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAOct 30, 2019Oct 29, 2019
Benjamin Clifford HeikesEdelman Financial Engines independent RIAThe Mather Group, LLC independent RIARIA to RIAOct 24, 2019Nov 13, 2019
William Patrick NugentMercer Global Advisors Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAJul 15, 2019Jul 29, 2019
Elliott Curtis HollingsworthHalbert Hargrove independent RIAThe Mather Group, LLC independent RIARIA to RIAMay 29, 2019May 31, 2019
Matthew William BenzCi Doyle Private Wealth, LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAMay 20, 2019Jun 19, 2019
Nicholas A TilliBergankdv Wealth Management, LLC mixed wealthThe Mather Group, LLC independent RIARIA to RIAMay 7, 2019May 17, 2019
Brian Lee HayesEdelman Financial Engines independent RIAThe Mather Group, LLC independent RIARIA to RIAApr 12, 2019Jun 21, 2019 (70 d)
Amy Marie ParksDimensional Fund Advisors LP asset managerThe Mather Group, LLC independent RIAOtherAug 28, 2018Feb 6, 2019 (162 d)
Robert Thomas HinkelCharles Schwab & Co., Inc. national BDThe Mather Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2018Aug 3, 2018
William Chamberlin KirkAdvice And Planning Services BD affiliatedThe Mather Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2018Jan 18, 2019 (205 d)
Scott Alton UeckertPrivate Advisor Group, LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAJun 5, 2018Apr 19, 2018
Christopher J NickoloffIndependent Financial Partners otherThe Mather Group, LLC independent RIAOtherFeb 20, 2018Sep 22, 2023 (2040 d)
Patrick Edward LawlorAlpha Fiduciary otherThe Mather Group, LLC otherOtherSep 22, 2017Dec 4, 2017 (73 d)
Amanda M MuseWillis Johnson Wealth otherThe Mather Group, LLC otherOtherJul 20, 2017Aug 11, 2017
Christopher Robert FischerEdelman Financial Services, LLC otherThe Mather Group, LLC otherOtherFeb 16, 2017Jul 18, 2017 (152 d)
Richard Alan MegicaCharles Schwab & Co., Inc. national BDThe Mather Group, LLC otherOtherNov 17, 2016Mar 23, 2017 (126 d)
Catherine Flanagan FortunaKovitz Investment Group, LLC otherThe Mather Group, LLC independent RIAOtherJun 5, 2015Nov 26, 2024 (3462 d)
William David BeutelDynamic Allocators LLC unclassifiedThe Mather Group, LLC otherOtherAug 29, 2014Sep 15, 2014
Kevin Terrell AllmanSuntrust Investment Services, Inc. otherThe Mather Group, LLC independent RIAOtherAug 25, 2014Sep 13, 2019 (1845 d)
Dawn Marie CornwallMorgan Stanley wirehouseThe Mather Group, LLC otherOtherMar 3, 2011Mar 17, 2011
Michael Andrew RyabikMorgan Stanley wirehouseThe Mather Group, LLC otherOtherMar 3, 2011Feb 18, 2011
Brian Michael SchmehilMorgan Stanley wirehouseThe Mather Group, LLC otherOtherMar 3, 2011Feb 18, 2011
Charles E HansenMorgan Stanley wirehouseThe Mather Group, LLC otherOtherMar 3, 2011Feb 18, 2011
Raymond Craig SchenkMML Investors Services, LLC otherThe Mather Group, LLC otherOtherOct 19, 2004Sep 17, 2015 (3985 d)
Sean Thomas SeboldSebold Capital Management, Inc otherThe Mather Group, LLC independent RIAOtherDec 31, 2002May 18, 2026 (8539 d)
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102 moves match.