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 Madrona Financial & Cpas
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 |
|---|---|---|---|---|---|
| Nicholas Stephen Wold | Triad Investment Management independent RIA | Madrona Financial & Cpas independent RIA | RIA to RIA | Oct 4, 2022 | Jan 20, 2023 (108 d) |
| Danielle Marie Meister | Trajan Wealth, L.L.C. independent RIA | Madrona Financial & Cpas independent RIA | RIA to RIA | Mar 4, 2022 | May 9, 2022 (66 d) |
| Matthew John Beyer | Cetera Investment Advisers LLC BD affiliated | Madrona Financial & Cpas independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2020 | Nov 17, 2020 |
| Michael David Seely | Cetera Investment Advisers LLC BD affiliated | Madrona Financial & Cpas independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2020 | Nov 19, 2020 |
| Andrew Glass Conner | Wells Fargo Advisors wirehouse | Madrona Financial & Cpas independent RIA | Wirehouse to independent RIA | Aug 4, 2020 | Sep 17, 2020 (44 d) |
| Brian Kelly Evans | Madrona Funds, LLC asset manager | Madrona Financial & Cpas other | Other | Apr 26, 2019 | Dec 7, 2016 |
| Jesse Fernandes Deason | Finn Street Financial, LLC unclassified | Madrona Financial & Cpas independent RIA | Other | Dec 31, 2018 | Jul 4, 2019 (185 d) |
| Dawn Edythe Campbell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Madrona Financial & Cpas independent RIA | Wirehouse to independent RIA | Sep 8, 2014 | Dec 21, 2018 (1565 d) |
| Daniel S Kean | Thrivent Investment Management Inc. other | Madrona Financial & Cpas other | Other | Sep 26, 2011 | Oct 13, 2011 |
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9 moves match.