Advisor moves

Arrivals at Mai Capital Management, 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
David John CostiganJeta Grove, LLC unclassifiedMai Capital Management, LLC otherOtherAug 17, 2009Sep 18, 2009 (32 d)
Charles Michael GrimmJ.P. Morgan Securities LLC wirehouseMai Capital Management, LLC independent RIAWirehouse to independent RIAJul 24, 2009May 1, 2023 (5029 d)
William James CollinsWest Coast Asset Management,Inc. otherMai Capital Management, LLC otherOtherMay 15, 2009Feb 15, 2018 (3198 d)
Albert Edward MacdonaldStrategic Advisers LLC national BDMai Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2009Feb 4, 2026 (6110 d)
Michael Reigle WagnerLakepoint Investment Partners LLC unclassifiedMai Capital Management, LLC otherOtherOct 21, 2008Jun 30, 2009 (252 d)
Richard James BuoncoreBc Investment Partners LLC unclassifiedMai Capital Management, LLC otherOtherApr 13, 2007Apr 12, 2007
Daniel Lee JacobsKeybanc Capital Markets Inc. unclassifiedMai Capital Management, LLC independent RIAOtherFeb 15, 2007Jan 21, 2026 (6915 d)
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247 moves match.