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 Mcbryar Advisory Services, 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 |
|---|---|---|---|---|---|
| Mary Louise James | Touchstone Wealth Advisors LLC unclassified | Mcbryar Advisory Services, Inc. state registered | Other | Aug 8, 2023 | Aug 16, 2022 |
| Thomas Phillip Webb | Park Avenue Securities LLC BD affiliated | Mcbryar Advisory Services, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 27, 2018 | Oct 5, 2018 (70 d) |
| James Ross Hollon | J.R. Hollon Advisory Services, Inc. unclassified | Mcbryar Advisory Services, Inc. state registered | Other | Jul 21, 2010 | Jul 21, 2010 |
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3 moves match.