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 Mill Creek Capital 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
Gretchen ReganHotaling Investment Management, LLC independent RIAMill Creek Capital Advisors, LLC independent RIARIA to RIAApr 14, 2021Dec 1, 2022 (596 d)
Jennifer Davis PhamMainline Private Wealth, LLC independent RIAMill Creek Capital Advisors, LLC independent RIARIA to RIAApr 6, 2021Jan 2, 2023 (636 d)
Michael Thomas LocasaleJanney Montgomery Scott LLC otherMill Creek Capital Advisors, LLC independent RIAOtherFeb 14, 2018Nov 3, 2023 (2088 d)
Ryan M CampbellThreshold Group, LLC otherMill Creek Capital Advisors, LLC otherOtherDec 31, 2017Jan 25, 2018
Sean Michael AgnewBrinker Capital Inc otherMill Creek Capital Advisors, LLC independent RIAOtherMar 8, 2016May 24, 2018 (807 d)
Robert M AsklarMycio Wealth Partners, LLC otherMill Creek Capital Advisors, LLC otherOtherApr 13, 2015Jul 8, 2015 (86 d)
Katie Jean PooleJ.P. Morgan Securities LLC wirehouseMill Creek Capital Advisors, LLC otherOtherMay 15, 2012Jan 8, 2013 (238 d)
Richard Walter StevensHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJun 2, 2009Mar 29, 2010 (300 d)
Joshua Stirling GrossHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJun 2, 2009Mar 17, 2010 (288 d)
David James LoganLehman Brothers Inc. unclassifiedMill Creek Capital Advisors, LLC otherOtherSep 27, 2006Mar 19, 2010 (1269 d)
Richard Marsh LunsfordHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherSep 15, 2006Mar 17, 2010 (1279 d)
Walter Corlett HarrisHirtle & Co., LLC otherMill Creek Capital Advisors, LLC otherOtherJan 29, 2004Feb 8, 2011 (2567 d)
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12 moves match.