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 Mcshane Partners
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 |
|---|---|---|---|---|---|
| Jonathan Michael Morgan | Simarian Enterprises LLC unclassified | Mcshane Partners independent RIA | Other | Sep 26, 2022 | Sep 16, 2022 |
| Sandra Bradley Carlson | Amb Wealth, LLC other | Mcshane Partners other | Other | Nov 26, 2013 | Nov 26, 2013 |
| Marilyn Janet Spencer | Alpha Financial Advisors, LLC other | Mcshane Partners other | Other | Dec 5, 2008 | Mar 30, 2009 (115 d) |
| Michele V Stutts | Choreo, LLC other | Mcshane Partners other | Other | Sep 3, 2003 | Sep 17, 2004 (380 d) |
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4 moves match.