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 Mtm Financial Group, 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 |
|---|---|---|---|---|---|
| Gavin Connor Kirsch | Equitable Advisors, LLC national BD | Mtm Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2025 | Feb 25, 2026 (152 d) |
| Jonathan Weimer | Fidelity Personal And Workplace Advisors BD affiliated | Mtm Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2023 | Feb 2, 2023 |
| Gregory T Grillo | Td Ameritrade, Inc. no RAUM | Mtm Financial Group, LLC independent RIA | Other | Oct 4, 2018 | Nov 9, 2018 (36 d) |
| Mark Belcak | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mtm Financial Group, LLC independent RIA | Wirehouse to independent RIA | Oct 27, 2010 | Jan 23, 2019 (3010 d) |
| Gene Richard Dickison | LPL Financial LLC other | Mtm Financial Group, LLC other | Other | May 5, 2008 | Aug 6, 2008 (93 d) |
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5 moves match.