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 Madden Advisory Services, Inc.
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 |
|---|---|---|---|---|---|
| Brittany Lane Salman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Madden Advisory Services, Inc. independent RIA | Wirehouse to independent RIA | Apr 5, 2021 | Apr 14, 2021 |
| Cory Matthew Shrader | Td Ameritrade Investment Management, LLC independent RIA | Madden Advisory Services, Inc. independent RIA | RIA to RIA | Jul 15, 2019 | Jul 19, 2019 |
| Michael Louis Ellis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Madden Advisory Services, Inc. independent RIA | Wirehouse to independent RIA | Mar 15, 2018 | Jul 12, 2019 (484 d) |
| John Everette Street | Advice And Planning Services other | Madden Advisory Services, Inc. other | Other | Mar 24, 2016 | Feb 10, 2017 (323 d) |
| Brian M Hughes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Madden Advisory Services, Inc. other | Other | Mar 6, 2014 | Mar 24, 2014 |
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5 moves match.