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 Mdt Advisers, A Division Of Federated Mdta 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
Drew HaleyFederated Securities Corp. no RAUMMdt Advisers, A Division Of Federated Mdta LLC otherOtherAug 25, 2026Feb 12, 2016
Robert Lefone JamesFederated Investment Counseling institutionalMdt Advisers, A Division Of Federated Mdta LLC otherOtherJun 18, 2026Jan 22, 2015
Scott Robert KelleyFederated Securities Corp. no RAUMMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherJun 1, 2026May 17, 2022
Nicholas RubinowiczFederated Global Investment Management Corp. asset managerMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherMay 11, 2026Jan 3, 2024
Emily CoughlinFederated Investment Counseling institutionalMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherMay 7, 2026Dec 10, 2025
Michael E BrownFederated Global Investment Management Corp. asset managerMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherFeb 26, 2026Nov 25, 2025
Benjamin Adam MorgretFederated Securities Corp. no RAUMMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherJan 23, 2026Sep 23, 2019
Nicholas Vincent FianoFederated Global Investment Management Corp. asset managerMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherJan 7, 2026Mar 29, 2022
Matthew Lawrence RyanFederated Securities Corp. no RAUMMdt Advisers, A Division Of Federated Mdta LLC otherOtherAug 11, 2025May 12, 2010
Ryan Alexander FairbrotherFederated Investment Counseling institutionalMdt Advisers, A Division Of Federated Mdta LLC otherOtherJun 26, 2025Apr 15, 2014
Elizabeth Dorothy KlineFederated Securities Corp. no RAUMMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherJul 12, 2024Dec 6, 2019
Maya GorokhovskiyNew York Life Investment Management LLC otherMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherMar 14, 2018Apr 3, 2018
Daniel Peter CorelloFederated Global Investment Management Corp. otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherJun 7, 2017Jan 6, 2011
Theodore Edward WilliamsBlackrock Investment Management, LLC otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherJun 19, 2015Jul 9, 2015
Dino Andre GiovannoneFederated Global Investment Management Corp. otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherAug 5, 2013Jan 6, 2011
Louis Robert HeryM&T Securities, Inc. unclassifiedMdt Advisers, A Division Of Federated Mdta LLC otherOtherJun 5, 2012Jun 6, 2012
John Stuart LarsonGardner Lewis Asset Management LP otherMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherFeb 13, 2012Jun 22, 2021 (3417 d)
Patrick James ClarkFederated Global Investment Management Corp. otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherDec 31, 2011Jan 6, 2011
Stephen Paul PediciniAlliancebernstein L.P. otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherSep 16, 2010Sep 16, 2010
Jack Custer EbenreiterFederated Investment Counseling otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherSep 14, 2010Aug 19, 2009
Nicholas Alfred MoranFederated Investment Counseling otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherApr 5, 2010Jan 23, 2009
Tristan Williams BenoitFederated Investment Counseling otherMdt Advisers, A Division Of Federated Mdta LLC otherOtherJan 31, 2007Nov 13, 2006
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22 moves match.