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 Macro Advisors, 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 |
|---|---|---|---|---|---|
| Wade Cornett | MML Investors Services, LLC BD affiliated | Macro Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2024 | Mar 27, 2024 (33 d) |
| Kara Maia Miller | Interactive Financial Advisors independent RIA | Macro Advisors, Inc. independent RIA | RIA to RIA | Oct 6, 2022 | Apr 23, 2024 (565 d) |
| Shannon Renee Shupp | Msi Financial Services, Inc. other | Macro Advisors, Inc. other | Other | Feb 7, 2017 | Feb 13, 2017 |
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3 moves match.