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 Ml&R Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicolle Lachelle Yates | Pioneer Wealth Management Group independent RIA | Ml&R Wealth Management LLC independent RIA | RIA to RIA | Jan 9, 2023 | Feb 2, 2023 |
| Bryce Anthony Currier | Fidelity Personal And Workplace Advisors BD affiliated | Ml&R Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2022 | Apr 22, 2022 (42 d) |
| Marybeth Christine Meyer | Austin Asset independent RIA | Ml&R Wealth Management LLC independent RIA | RIA to RIA | May 10, 2021 | Jun 10, 2021 (31 d) |
| Kira Leigh Scott | Columbia Pacific Wealth Management independent RIA | Ml&R Wealth Management LLC independent RIA | RIA to RIA | Jan 7, 2020 | Mar 10, 2020 (63 d) |
| Carli Renee Smith | Dimensional Fund Advisors LP other | Ml&R Wealth Management LLC independent RIA | Other | Mar 9, 2017 | May 30, 2018 (447 d) |
| Thomas Carson Carter | Invesmart Advisors Inc unclassified | Ml&R Wealth Management LLC other | Other | Nov 5, 2003 | Jan 20, 2004 (76 d) |
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6 moves match.