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 Mcm Wealth
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 |
|---|---|---|---|---|---|
| Nicholas Peter Swanson | Savvy independent RIA | Mcm Wealth independent RIA | RIA to RIA | Jun 30, 2026 | Jul 1, 2026 |
| Robert Mark Hoyt | Blue Hall Capital unclassified | Mcm Wealth independent RIA | Other | Aug 23, 2021 | Sep 5, 2021 |
| Gary James Sipos | Cypress Partners, LLC unclassified | Mcm Wealth independent RIA | Other | Jul 1, 2013 | Mar 11, 2014 (253 d) |
| Michael John Hall | Gbs Advisors other | Mcm Wealth independent RIA | Other | Dec 31, 2012 | Jun 13, 2013 (164 d) |
| Kirk Edward Loury | Concord Equity Group Advisors, LLC no RAUM | Mcm Wealth independent RIA | Other | Aug 2, 2012 | Jun 16, 2026 (5066 d) |
| Michael William Mangino | Wells Fargo Investments, LLC unclassified | Mcm Wealth independent RIA | Other | Aug 27, 2010 | Jun 14, 2013 (1022 d) |
| Michael Craig Mink | Citigroup Global Markets Inc. other | Mcm Wealth independent RIA | Other | Apr 4, 2006 | Oct 11, 2006 (190 d) |
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7 moves match.