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 Market Street Wealth Management

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
Nathan Ives DanielVanguard Advisers, Inc. BD affiliatedMarket Street Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2025Oct 21, 2025
Richard George EliasRodgers & Associates independent RIAMarket Street Wealth Management independent RIARIA to RIAApr 12, 2022May 2, 2022
Paul Randall MaynorOsaic Fa, Inc. otherMarket Street Wealth Management otherOtherApr 16, 2013May 2, 2013
Kelly Livesey DohertyAmeriprise Financial Services, LLC national BDMarket Street Wealth Management otherOtherNov 22, 2011Oct 19, 2012 (332 d)
Kevin Auguste CarrollBerthel Fisher & Company Financial Services, Inc. otherMarket Street Wealth Management independent RIAOtherSep 7, 2011Mar 18, 2020 (3115 d)
Markku Taneli HapponenUSA Financial Securities LLC otherMarket Street Wealth Management otherOtherDec 31, 2010Jan 3, 2011
Jeffrey Michael KroppUSA Financial Securities LLC otherMarket Street Wealth Management otherOtherDec 31, 2010Jan 3, 2011
Kevin Andrew HoltPrincipal Securities, Inc. otherMarket Street Wealth Management otherOtherJan 12, 2006Jan 4, 2011 (1818 d)
Mark MeloroPrincipal Securities, Inc. otherMarket Street Wealth Management otherOtherDec 8, 2005Nov 18, 2010 (1806 d)
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9 moves match.