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 Mccormack Financial Planning Inc.
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 |
|---|---|---|---|---|---|
| Christopher Jay Cowart | Truist Advisory Services, Inc. BD affiliated | Mccormack Financial Planning Inc. other | Other | Jun 9, 2023 | Sep 20, 2023 (103 d) |
| Michael S Sava | Firstrust independent RIA | Mccormack Financial Planning Inc. other | Other | Jul 31, 2020 | Aug 12, 2020 |
| John Archie Bowling | Dempsey Lord Smith, LLC other | Mccormack Financial Planning Inc. other | Other | Dec 6, 2016 | Dec 3, 2015 |
| Megan Leigh Brown | Cape Investment Advisory, Inc. other | Mccormack Financial Planning Inc. other | Other | Feb 21, 2014 | Jan 29, 2013 |
| Barbara Miner Mccormack | Financial Network Corp unclassified | Mccormack Financial Planning Inc. other | Other | Oct 5, 2005 | Sep 8, 2005 |
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5 moves match.