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 Myicon

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
Matthew Dougald MckellarLPL Financial LLC otherMyicon state registeredOtherNov 2, 2015Dec 16, 2005
David Michael MoretskyLPL Financial LLC otherMyicon state registeredOtherNov 2, 2015Dec 16, 2005
Robert James ReamerLPL Financial LLC otherMyicon state registeredOtherOct 28, 2015Aug 6, 2012
John Phillip CarneyBoone Wealth Advisors, LLC otherMyicon state registeredOtherOct 26, 2012Nov 15, 2012
Aimee Margaret LloydBoone Wealth Advisors, LLC otherMyicon state registeredOtherOct 26, 2012Sep 17, 2012
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5 moves match.