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 Mclean Asset Management Corp.

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
Elizabeth M HollmanBull Harbor Capital LLC. independent RIAMclean Asset Management Corp. independent RIARIA to RIAFeb 23, 2026Feb 26, 2026
Paige Rita Smith DuceyBull Harbor Capital LLC. independent RIAMclean Asset Management Corp. independent RIARIA to RIAJan 23, 2026Jan 30, 2026
Alexander Evan ScottAllworth Financial, L.P. BD affiliatedMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2024Oct 29, 2024
Tyree Lavon ChapmanFidelity Personal And Workplace Advisors BD affiliatedMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2024Aug 19, 2024 (138 d)
Robert Richard CordeauAurelius Family Office, LLC no RAUMMclean Asset Management Corp. independent RIAOtherJan 3, 2023Jan 3, 2023
Timothy Peter MarcinekCornerstone Wealth Management independent RIAMclean Asset Management Corp. independent RIARIA to RIAMar 17, 2022May 3, 2022 (47 d)
Stephen PomantiVanguard Advisers, Inc. BD affiliatedMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2021Dec 1, 2021
Brian Michael BassCetera Advisors LLC BD affiliatedMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2021Jul 12, 2021
Lauren E SquegliaLPL Financial LLC BD affiliatedMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2020Feb 11, 2021 (324 d)
Jason Victor RizkallahCharles Schwab & Co., Inc. national BDMclean Asset Management Corp. independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2019Oct 2, 2019
Alana LightEagle Strategies LLC otherMclean Asset Management Corp. otherOtherFeb 15, 2018Feb 26, 2018
Safalta SherpaEdelman Financial Services, LLC otherMclean Asset Management Corp. otherOtherMar 28, 2017May 3, 2017 (36 d)
Jason Paul DyeRaymond James & Associates, Inc. national BDMclean Asset Management Corp. otherOtherNov 5, 2014Jan 15, 2015 (71 d)
Robert C PapaCharles Schwab & Co., Inc. national BDMclean Asset Management Corp. otherOtherJul 25, 2014Jul 9, 2014
Marc Anthony JimenezCambridge Wealth Counsel otherMclean Asset Management Corp. otherOtherJun 18, 2013Jun 18, 2013
Paula Bonnie FriedmanGlass Jacobson Wealth Advisors otherMclean Asset Management Corp. otherOtherDec 31, 2012Jan 9, 2013
Melanie SimonsMorgan Stanley wirehouseMclean Asset Management Corp. otherOtherMay 2, 2012May 4, 2012
Jessica Noelle WunderCharles Schwab & Co., Inc. national BDMclean Asset Management Corp. otherOtherApr 30, 2012May 7, 2012
Ryon Patrick BeyerSfx Financial Advisory Management Enterprises Inc otherMclean Asset Management Corp. otherOtherAug 1, 2011Aug 4, 2011
Robert Timothy FrenchDimensional Fund Advisors LP otherMclean Asset Management Corp. otherOtherJul 14, 2010May 26, 2015 (1777 d)
Mark Andrew WitaschekThe Harbor Group, Inc. otherMclean Asset Management Corp. otherOtherOct 27, 2009Oct 20, 2009
Robert Richard CordeauThe Harbor Group, Inc. otherMclean Asset Management Corp. otherOtherOct 26, 2009Oct 23, 2009
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22 moves match.