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 Masonboro Advisors

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
Logan Cameron RuthlingSheets Smith Wealth Management independent RIAMasonboro Advisors independent RIARIA to RIAMay 1, 2025May 7, 2025
Bryce EdmisterOmnistar Financial Group, Inc. independent RIAMasonboro Advisors independent RIARIA to RIAFeb 13, 2023Feb 16, 2023
Allen Ryan BurtonCapital Investment Advisory Services, LLC BD affiliatedMasonboro Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2022Jul 19, 2022
Patrick James TuiteUnited Brokerage Services Inc BD affiliatedMasonboro Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2021Nov 9, 2022 (475 d)
Todd Jarrett BurtonPacific Wealth Management independent RIAMasonboro Advisors independent RIARIA to RIAApr 17, 2020Mar 8, 2024 (1421 d)
John Michael GlasgowCic Advisers, LLC unclassifiedMasonboro Advisors independent RIAOtherNov 19, 2007Dec 4, 2007
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6 moves match.