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 Market Street Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Robert Oneill | Raymond James & Associates, Inc. national BD | Market Street Wealth Management Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | Jan 8, 2024 (983 d) |
| Patrick Kyle Roberts | Veros Partners, Inc. other | Market Street Wealth Management Advisors, LLC other | Other | Aug 18, 2015 | Oct 19, 2015 (62 d) |
| Kyle B Thompson | Veros Partners, Inc. other | Market Street Wealth Management Advisors, LLC other | Other | May 13, 2015 | May 15, 2015 |
| Brenda Kay Baier | Hufford Advisors, LLC other | Market Street Wealth Management Advisors, LLC other | Other | Sep 30, 2014 | Nov 11, 2014 (42 d) |
| Brian O. Wright | Hufford Financial Advisors, LLC unclassified | Market Street Wealth Management Advisors, LLC other | Other | May 25, 2011 | Jun 1, 2011 |
Page 1 of 1
5 moves match.