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 Mcbee Advisors, 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 |
|---|---|---|---|---|---|
| Justin Walt Parker | Hilltop Securities Inc. other | Mcbee Advisors, Inc. other | Other | Dec 15, 2017 | Nov 8, 2019 (693 d) |
| Seth David Mcbee | Hbw Advisory Services LLC other | Mcbee Advisors, Inc. other | Other | Jun 13, 2017 | Jun 21, 2017 |
| Patrick Lohr Flynn | Ssn Advisory, Inc. other | Mcbee Advisors, Inc. other | Other | Apr 17, 2012 | Apr 19, 2007 |
| Seth David Mcbee | Ssn Advisory, Inc. other | Mcbee Advisors, Inc. other | Other | Dec 31, 2007 | Apr 19, 2007 |
Page 1 of 1
4 moves match.