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 Mission Creek Capital Partners, 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.

AdvisorFromToTypeLeftRegistered
Shana Lesch BallardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMission Creek Capital Partners, Inc. independent RIAWirehouse to independent RIAApr 29, 2025May 14, 2025
Marisa Anne HeidenBurton Enright Welch independent RIAMission Creek Capital Partners, Inc. independent RIARIA to RIAJan 31, 2024Jun 12, 2024 (133 d)
Lorena Michelle MoudiMorgan Stanley wirehouseMission Creek Capital Partners, Inc. independent RIAWirehouse to independent RIAFeb 4, 2020Mar 6, 2020 (31 d)
Jonathan Evin LedererLederer Private Wealth Management, LLC unclassifiedMission Creek Capital Partners, Inc. independent RIAOtherDec 31, 2017Jun 24, 2025 (2732 d)
Melanie Ann PelayoSea Lane Advisory, LLC unclassifiedMission Creek Capital Partners, Inc. independent RIAOtherFeb 1, 2015Jan 28, 2020 (1822 d)
Steven Samuel ChristensenFisher Investments otherMission Creek Capital Partners, Inc. independent RIAOtherOct 2, 2014Nov 26, 2014 (55 d)
Ian Thomas FraleyFinancia Capital, LLC unclassifiedMission Creek Capital Partners, Inc. independent RIAOtherSep 18, 2014Nov 26, 2014 (69 d)
Charles Spartaco GehringInsight Capital Research & Management Inc otherMission Creek Capital Partners, Inc. independent RIAOtherApr 20, 2009Jan 19, 2010 (274 d)
Randall Ogden YurchakInsight Capital Research & Management Inc otherMission Creek Capital Partners, Inc. independent RIAOtherApr 20, 2009Jan 19, 2010 (274 d)
Page 1 of 1
9 moves match.