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 Mkd 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 |
|---|---|---|---|---|---|
| John Devine | Integrated Capital Management independent RIA | Mkd Wealth independent RIA | RIA to RIA | Jun 22, 2026 | Jul 9, 2026 |
| Cassandra Beardslee | UBS Financial Services Inc. wirehouse | Mkd Wealth other | Other | Aug 18, 2016 | Aug 12, 2016 |
| Michael Brian Komara | Cambridge Investment Research Advisors, Inc. other | Mkd Wealth other | Other | Nov 25, 2009 | Aug 3, 2010 (251 d) |
| Joseph Edgar Mackey | Cambridge Investment Research Advisors, Inc. other | Mkd Wealth other | Other | Nov 25, 2009 | Aug 3, 2010 (251 d) |
| John Michael Dankovich | Network Planning Advisors, L.L.C. unclassified | Mkd Wealth other | Other | Dec 16, 2005 | Aug 3, 2010 (1691 d) |
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5 moves match.