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 Mcilrath & Eck, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Adelaide Leslie Grimm | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mcilrath & Eck, LLC independent RIA | Wirehouse to independent RIA | May 3, 2018 | Aug 7, 2018 (96 d) |
| Alexander Peter Goldberg | Northwestern Mutual Investment Services,LLC no RAUM | Mcilrath & Eck, LLC independent RIA | Other | Jun 29, 2016 | Aug 9, 2022 (2232 d) |
| Jacob Arthur Blukis | Equitable Advisors, LLC national BD | Mcilrath & Eck, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2015 | Aug 14, 2018 (1268 d) |
| Troy James Crutcher | Waddell & Reed other | Mcilrath & Eck, LLC other | Other | Mar 28, 2012 | May 7, 2012 (40 d) |
| Thor Harvey Mcilrath | Cambridge Investment Research Advisors, Inc. other | Mcilrath & Eck, LLC other | Other | Apr 24, 2008 | Dec 3, 2007 |
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5 moves match.