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 Main Street Advisors, 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
John Vinson HoginHogin Financial And Insurance Services, Inc. unclassifiedMain Street Advisors, LLC otherOtherDec 30, 2023Aug 25, 2008
Rodney Brian SmithIndependent Financial Group, LLC BD affiliatedMain Street Advisors, LLC otherOtherOct 16, 2023Sep 24, 2019
David L EdigerIndependent Financial Group, LLC BD affiliatedMain Street Advisors, LLC otherOtherJan 3, 2022Dec 24, 2019
Jordan Paul GatesIndependent Financial Group, LLC independent RIAMain Street Advisors, LLC otherOtherDec 31, 2020Nov 25, 2014
Kenneth Lee RiglerIndependent Financial Group, LLC otherMain Street Advisors, LLC otherOtherSep 15, 2017May 7, 2018 (234 d)
Brian Paul KozakCl Wealth Management LLC otherMain Street Advisors, LLC otherOtherJul 8, 2013Jul 16, 2013
Duayne Joseph MadlCambridge Investment Research Advisors, Inc. otherMain Street Advisors, LLC otherOtherOct 15, 2012Sep 24, 2012
Billie Lavelle OdomQuestar Asset Management, Inc. otherMain Street Advisors, LLC otherOtherJan 6, 2011Jan 6, 2011
David John GagnonIndependent Financial Group, LLC otherMain Street Advisors, LLC otherOtherSep 13, 2010Sep 27, 2011 (379 d)
Cameron Brent KaufmanConcourse Financial Group Advisors otherMain Street Advisors, LLC otherOtherDec 31, 2009Mar 3, 2010 (62 d)
Jordan Paul GatesSummit Financial Group Inc otherMain Street Advisors, LLC otherOtherApr 27, 2007Aug 7, 2007 (102 d)
Daniel Neil SavardCincinnati Analysts, Inc otherMain Street Advisors, LLC otherOtherSep 26, 2006Nov 15, 2006 (50 d)
David John GagnonFfp Advisory Services Inc unclassifiedMain Street Advisors, LLC otherOtherAug 18, 2006Jan 3, 2007 (138 d)
Chad Stephen LanghoferBanc Of America Investment Services, Inc. unclassifiedMain Street Advisors, LLC otherOtherMar 13, 2006May 14, 2007 (427 d)
Barry WaxlerWaveland Investment Advisors, LLC unclassifiedMain Street Advisors, LLC otherOtherOct 10, 2005Jun 20, 2008 (984 d)
Anthony James ManganaroNext Financial Group, Inc. otherMain Street Advisors, LLC otherOtherAug 14, 2003Mar 5, 2004 (204 d)
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16 moves match.