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 Mra Associates

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
Jennifer Ardella Enter ArpsLegacies Wealth LLC independent RIAMra Associates independent RIARIA to RIAOct 30, 2018Sep 17, 2018
Justin Thomas VandegriffBok Financial Advisors BD affiliatedMra Associates independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2018Jun 11, 2018 (34 d)
Trevor Darrell MooreKeatsconnelly otherMra Associates otherOtherJun 20, 2017Jul 17, 2017
Harold Michael HirteRts Private Wealth Management otherMra Associates otherOtherFeb 8, 2017Mar 27, 2017 (47 d)
William James FroelichGfo Advisory Services, LLC otherMra Associates otherOtherMay 29, 2015Jun 29, 2015 (31 d)
Dale Andrew PhillipsKeatsconnelly otherMra Associates otherOtherMar 25, 2014Apr 23, 2014
Evan Daniel JudgeGfo Advisory Services, LLC otherMra Associates otherOtherFeb 27, 2013Feb 28, 2013
Matthew Gene WalkerGfo Advisory Services, LLC otherMra Associates otherOtherFeb 26, 2013Feb 28, 2013
James Sean McgettiganGfo Advisory Services, LLC otherMra Associates otherOtherDec 23, 2011Feb 29, 2012 (68 d)
Eric Skyler EnsignGfo Advisory Services, LLC otherMra Associates otherOtherDec 23, 2011Feb 29, 2012 (68 d)
Christina Sellers BurroughsGfo Advisory Services, LLC otherMra Associates otherOtherOct 24, 2011Nov 23, 2011
Nathan Francis EricksonFoothills Asset Management Ltd otherMra Associates otherOtherMar 25, 2011Apr 25, 2011 (31 d)
Mark David FeldmanGfo Advisory Services, LLC otherMra Associates otherOtherJan 6, 2011Feb 29, 2012 (419 d)
Bradley Scott LemonMiller/Russell & Associates, Inc. unclassifiedMra Associates otherOtherJan 22, 2010Feb 25, 2010 (34 d)
Joel Allen BonnemaMiller/Russell & Associates, Inc. unclassifiedMra Associates otherOtherJan 22, 2010Jan 22, 2010
Mary Ann Hennelly-FavataMiller/Russell & Associates, Inc. unclassifiedMra Associates otherOtherJan 22, 2010Feb 25, 2010 (34 d)
James Carl LamancusaMiller/Russell & Associates, Inc. unclassifiedMra Associates otherOtherJan 22, 2010Feb 25, 2010 (34 d)
David Bronn WestraMiller/Russell & Associates, Inc. unclassifiedMra Associates otherOtherJan 22, 2010Feb 25, 2010 (34 d)
Page 1 of 1
18 moves match.