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 Mpm Wealth 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
Ryan Thomas StollerSjs Investment Services independent RIAMpm Wealth Advisors independent RIARIA to RIADec 26, 2025Jan 7, 2026
Craig Stafford HuntingtonSjs Investment Services independent RIAMpm Wealth Advisors independent RIARIA to RIAJul 18, 2022May 16, 2022
Gabriel Felder ThornhillThornhill Securities, Inc. otherMpm Wealth Advisors otherOtherJul 20, 2015Jul 24, 2015
Daniel Lawrence CuprillZimmer/Cuprill Wealth Coaching unclassifiedMpm Wealth Advisors otherOtherOct 31, 2014Mar 13, 2015 (133 d)
Darrin Clifford CritchetObs Financial otherMpm Wealth Advisors otherOtherJan 27, 2014Feb 10, 2014
Stephen James MylerOnyx Wealth Advisors, Inc. otherMpm Wealth Advisors otherOtherDec 31, 2013Jun 12, 2015 (528 d)
Curtis Clayton SawyerFisher Investments otherMpm Wealth Advisors otherOtherFeb 26, 2007Mar 6, 2007
Phillip Edward BollinUBS Financial Services Inc. wirehouseMpm Wealth Advisors otherOtherDec 10, 2004Nov 29, 2004
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8 moves match.