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 My Portfolio Guide, 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 |
|---|---|---|---|---|---|
| Jason Lee Clardy | Edward Jones national BD | My Portfolio Guide, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Jan 5, 2026 (91 d) |
| Matthew Porter Barton | Fisher Investments independent RIA | My Portfolio Guide, LLC independent RIA | RIA to RIA | May 13, 2019 | Sep 30, 2019 (140 d) |
| Matthew Robert Blake | Capital Investment Counsel Inc other | My Portfolio Guide, LLC independent RIA | Other | Oct 12, 2012 | Oct 25, 2012 |
| Vladimir Matthew Pixa | Fisher Investments other | My Portfolio Guide, LLC independent RIA | Other | Feb 28, 2008 | Jun 15, 2010 (838 d) |
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4 moves match.