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 Mader & Shannon Wealth Management
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 |
|---|---|---|---|---|---|
| Leann Knuth | Alexander Labrunerie & Co., Inc. independent RIA | Mader & Shannon Wealth Management independent RIA | RIA to RIA | May 1, 2024 | Jul 16, 2024 (76 d) |
| Matthew William Stevens | First American Financial Advisors, Inc. state registered | Mader & Shannon Wealth Management other | Other | Dec 11, 2012 | Feb 13, 2014 (429 d) |
| James W Mader | First American Financial Advisors, Inc. state registered | Mader & Shannon Wealth Management other | Other | Dec 31, 2005 | Apr 21, 2005 |
| Bret A. Guillaume | First American Financial Advisors, Inc. state registered | Mader & Shannon Wealth Management other | Other | Mar 18, 2005 | Mar 30, 2005 |
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4 moves match.