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 Plante Moran Financial Advisors

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
Chadwick Burke MulliganPlante Moran Real Estate Investment Advisors asset managerPlante Moran Financial Advisors independent RIAOtherSep 26, 2023Sep 26, 2023
Ryan Patrick ConnerThe Mather Group, LLC independent RIAPlante Moran Financial Advisors independent RIARIA to RIANov 15, 2022Jan 26, 2023 (72 d)
Avery Jordan WaiteValic Financial Advisors, Inc. BD affiliatedPlante Moran Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2022Apr 8, 2022
Ellis Patrick ShanleyMainstreet Advisors otherPlante Moran Financial Advisors independent RIAOtherFeb 3, 2022Nov 10, 2021
Connor Ross GaffneySimplicity Wealth no RAUMPlante Moran Financial Advisors independent RIAOtherMar 30, 2020Mar 30, 2020
Kirk DedenbachAmeriprise Financial Services, LLC national BDPlante Moran Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Apr 30, 2019
Ryan Christian LinengerLinenger Wealth Management, LLC unclassifiedPlante Moran Financial Advisors otherOtherDec 31, 2017Jan 3, 2017
Paul Michael BodeLinenger Wealth Management, LLC unclassifiedPlante Moran Financial Advisors otherOtherDec 31, 2017Jan 3, 2017
Sara Nicole StrohmaierWipfli Financial Advisors, LLC otherPlante Moran Financial Advisors otherOtherJun 2, 2017Jul 7, 2017 (35 d)
David Grant MetzgerUnited Capital Financial Advisors otherPlante Moran Financial Advisors otherOtherMay 28, 2014Aug 20, 2014 (84 d)
Robert Andrew PietrasEdward Jones national BDPlante Moran Financial Advisors otherOtherFeb 19, 2014May 1, 2014 (71 d)
Kasey Lynn StyrnaCharles Schwab & Co., Inc. national BDPlante Moran Financial Advisors otherOtherNov 15, 2013Nov 27, 2013
Shawn Patrick RileyJ.P. Morgan Securities LLC wirehousePlante Moran Financial Advisors otherOtherMay 15, 2012Dec 2, 2014 (931 d)
Mark Andrew MeyersNorthwestern Mutual Investment Services,LLC otherPlante Moran Financial Advisors otherOtherSep 19, 2011Feb 27, 2014 (892 d)
Kelley Adams KingThe Wealth Advantage Group, Inc. otherPlante Moran Financial Advisors otherOtherNov 6, 2008Jun 9, 2008
Amber Leigh TerakedisAmeriprise Financial Services, LLC national BDPlante Moran Financial Advisors otherOtherFeb 19, 2008Mar 23, 2010 (763 d)
Laura Ann TessmerCitigroup Global Markets Inc. otherPlante Moran Financial Advisors otherOtherFeb 9, 2006Feb 18, 2011 (1835 d)
James R RayE*Trade Capital Management, LLC otherPlante Moran Financial Advisors otherOtherAug 26, 2005Mar 4, 2008 (921 d)
William Joseph StoneGoldman Sachs Wealth Services, L.P. otherPlante Moran Financial Advisors otherOtherApr 17, 2003Feb 4, 2010 (2485 d)
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19 moves match.