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 Mcmill Cpa And Advisors
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 |
|---|---|---|---|---|---|
| Thomas Joseph Pohlen | Index Fund Advisors, Inc. independent RIA | Mcmill Cpa And Advisors independent RIA | RIA to RIA | Mar 4, 2019 | Sep 10, 2020 (556 d) |
| Thomas George Allen | Index Fund Advisors, Inc. other | Mcmill Cpa And Advisors other | Other | Nov 13, 2017 | Nov 28, 2017 |
| Michael Scott Carlson | Securities America Advisors, Inc. other | Mcmill Cpa And Advisors other | Other | Apr 14, 2017 | Apr 20, 2017 |
| Ty Eric Boggs | Stable Two Financial LLC other | Mcmill Cpa And Advisors other | Other | Nov 30, 2010 | Jun 28, 2011 (210 d) |
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4 moves match.