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 Meeder Public Funds, Inc.

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
Jason Mark WilliamsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Andrew James RobbinsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Jordan Christopher HansenMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Daniel Victor RuskMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
Jace Theodore RichardsMoreton Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherApr 10, 2026Feb 27, 2026
David ShechtmanHilltop Securities Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherJan 26, 2026Jan 12, 2026
Phillip JonesHilltop Securities Asset Management, LLC institutionalMeeder Public Funds, Inc. institutionalOtherMay 15, 2025Jun 13, 2025
Richard Lee PhillipsFhn Financial Main Street Advisors, LLC institutionalMeeder Public Funds, Inc. institutionalOtherDec 22, 2023Dec 21, 2023
Tonya L DazzioFhn Financial Main Street Advisors, LLC institutionalMeeder Public Funds, Inc. institutionalOtherDec 22, 2023Dec 21, 2023
Riley James LittlefieldFhn Financial Main Street Advisors, LLC institutionalMeeder Public Funds, Inc. institutionalOtherDec 22, 2023Dec 21, 2023
Gregory Dale BallsFhn Financial Main Street Advisors, LLC institutionalMeeder Public Funds, Inc. institutionalOtherDec 15, 2023Dec 15, 2023
Brent William TurnerPtma Investment Advisors asset managerMeeder Public Funds, Inc. institutionalOtherJul 31, 2023Sep 9, 2024 (406 d)
Benjamin Ray SehyMoreton Asset Management, LLC otherMeeder Public Funds, Inc. institutionalOtherSep 6, 2022Sep 9, 2022
Eileen Jean StanicRedtree Investment Group otherMeeder Public Funds, Inc. otherOtherSep 16, 2014May 24, 2017 (981 d)
Page 1 of 1
14 moves match.