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 Mcf 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
Ronald Christopher RidingsNorthwestern Mutual Investment Services,LLC no RAUMMcf Advisors, LLC independent RIAOtherMay 27, 2026Jun 4, 2026
Glenn David BujnochLPL Financial LLC BD affiliatedMcf Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2026Apr 29, 2026
William J BackscheiderLPL Financial LLC BD affiliatedMcf Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2026Apr 29, 2026
Kristen KirkwoodTouchstone Advisors Inc asset managerMcf Advisors, LLC mixed wealthOtherJan 29, 2026Feb 26, 2026
Steven Joseph GiacobbeAccredited Wealth Management LLC independent RIAMcf Advisors, LLC mixed wealthRIA to RIADec 26, 2025Jan 1, 2026
Bradley Clay FisherAccredited Wealth Management LLC independent RIAMcf Advisors, LLC mixed wealthRIA to RIADec 26, 2025Jan 1, 2026
William Shawn ClarkAccredited Wealth Management LLC independent RIAMcf Advisors, LLC mixed wealthRIA to RIADec 26, 2025Jan 1, 2026
Alexander Scott James SnyderJohnson Investment Counsel, Inc. independent RIAMcf Advisors, LLC mixed wealthRIA to RIAJun 1, 2023Aug 10, 2023 (70 d)
Timothy Joseph DoughertyFidelity Personal And Workplace Advisors BD affiliatedMcf Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2022Apr 26, 2026 (1566 d)
Matthew Kerry PoulosAmeriprise Financial Services, LLC national BDMcf Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 1, 2021Feb 15, 2023 (502 d)
Matthew Lawrence RoseFwg Investments, LLC independent RIAMcf Advisors, LLC mixed wealthRIA to RIASep 28, 2021Nov 4, 2021 (37 d)
Gerald Edward YoxAdvice And Planning Services otherMcf Advisors, LLC independent RIAOtherMar 22, 2018Apr 26, 2026 (2957 d)
Zachary Alden HammondStrategic Advisers LLC national BDMcf Advisors, LLC otherOtherDec 12, 2017Jan 4, 2018
Stephen Alan WrightMorgan Stanley wirehouseMcf Advisors, LLC otherOtherFeb 20, 2017Feb 10, 2017
James Scott DowningOn Investment Management Co otherMcf Advisors, LLC otherOtherOct 13, 2015Dec 4, 2015 (52 d)
Hunter Brown NighbertWealthmd Corporation otherMcf Advisors, LLC otherOtherAug 3, 2015Aug 5, 2015
Thomas R HaydenNfp Advisor Services, LLC otherMcf Advisors, LLC otherOtherSep 9, 2013Sep 18, 2013
Christopher Thomas CochranNfp Advisor Services, LLC otherMcf Advisors, LLC otherOtherMar 27, 2013Oct 10, 2013 (197 d)
Andrew D SatheNfp Advisor Services, LLC otherMcf Advisors, LLC otherOtherMar 21, 2013May 16, 2013 (56 d)
Jeffrey Lewis JenningsWells Fargo Advisors wirehouseMcf Advisors, LLC otherOtherApr 20, 2012May 16, 2012
Patrick Shawn ScarboroughSecurities America Advisors, Inc. otherMcf Advisors, LLC independent RIAOtherJan 11, 2011Apr 23, 2026 (5581 d)
Kristopher J KellinghausStrategic Advisers LLC national BDMcf Advisors, LLC otherOtherSep 1, 2010Feb 28, 2014 (1276 d)
David Lee HarrisMid Central Financial Advisors, Inc. unclassifiedMcf Advisors, LLC otherOtherMar 12, 2004Feb 24, 2004
Robert Bruce SatheMid Central Financial Advisors, Inc. unclassifiedMcf Advisors, LLC otherOtherMar 12, 2004Feb 24, 2004
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24 moves match.