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 Medallion Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Scott G. StevensRaymond James & Associates, Inc. national BDMedallion Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2018Dec 6, 2018
Steven TellarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMedallion Wealth Advisors, LLC independent RIAWirehouse to independent RIAMar 8, 2016Mar 8, 2016
Matthew L Woods WeberMorgan Stanley wirehouseMedallion Wealth Advisors, LLC independent RIAWirehouse to independent RIAJan 25, 2013Jan 10, 2013
Eric Thorson CheyneMerion Wealth Partners, LLC otherMedallion Wealth Advisors, LLC independent RIAOtherApr 6, 2011Jan 31, 2011
Gary Anthony KostowskiKensington Management Co unclassifiedMedallion Wealth Advisors, LLC independent RIAOtherDec 14, 2010Feb 10, 2011 (58 d)
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5 moves match.