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 Mcdermott Investment 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 |
|---|---|---|---|---|---|
| Anthony Robert Correnti | Raymond James & Associates, Inc. national BD | Mcdermott Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2025 | Jul 22, 2025 (42 d) |
| Anthony Robert Correnti | Centaurus Financial, Inc. other | Mcdermott Investment Advisors, LLC independent RIA | Other | Sep 18, 2017 | Aug 14, 2019 (695 d) |
| Robert Alan Horning | Centaurus Financial, Inc. other | Mcdermott Investment Advisors, LLC other | Other | Sep 18, 2017 | Sep 20, 2017 |
| Andrew Francis Aigner | Liberty Asset Management other | Mcdermott Investment Advisors, LLC other | Other | May 8, 2012 | Apr 30, 2012 |
| Mark Richard Baran | Andrew Garrett, Inc. other | Mcdermott Investment Advisors, LLC independent RIA | Other | Nov 24, 2008 | Sep 2, 2021 (4665 d) |
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5 moves match.