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 Msh Capital 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
Joseph Stone ThiemanThieman Investment & Retirement Services, LLC state registeredMsh Capital Advisors LLC independent RIAOtherJan 8, 2026Apr 11, 2023
Daniel William GibsonRockefeller Capital Management BD affiliatedMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2025Nov 11, 2025
Evan Paul TroopJ.P. Morgan Securities LLC wirehouseMsh Capital Advisors LLC independent RIAWirehouse to independent RIAFeb 14, 2025Feb 24, 2025
Travis Paul JackIliad Wealth Solutions mixed wealthMsh Capital Advisors LLC independent RIARIA to RIAMar 18, 2024Feb 18, 2025 (337 d)
Damon Marshall ZahlmannClarus Wealth Advisors, LLC independent RIAMsh Capital Advisors LLC independent RIARIA to RIASep 27, 2023Oct 6, 2023
Carlton Louis ReedVanguard Advisers, Inc. BD affiliatedMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2023Sep 25, 2023
Andrea Lee DonaldsonInterocean Capital independent RIAMsh Capital Advisors LLC independent RIARIA to RIAJun 7, 2023Apr 18, 2023
Seth Taylor MayberryThieman Investment & Retirement Services, LLC state registeredMsh Capital Advisors LLC independent RIAOtherApr 11, 2023Apr 11, 2023
Vanessa M MasonLPL Financial LLC independent RIAMsh Capital Advisors LLC independent RIARIA to RIAJun 10, 2022Aug 4, 2022 (55 d)
Kyle Nicholas LaneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsh Capital Advisors LLC independent RIAWirehouse to independent RIAApr 18, 2022Mar 17, 2025 (1064 d)
Scott Philbrick BowhayWells Fargo Advisors wirehouseMsh Capital Advisors LLC independent RIAWirehouse to independent RIAFeb 25, 2022Feb 10, 2022
Susan Cherry PollickUmb Financial Services, Inc. BD affiliatedMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 9, 2021Jan 12, 2023 (429 d)
Michael Thomas FeeneyEdward Jones national BDMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2021Nov 3, 2021
Mitchell Joseph OldewurtelRaymond James & Associates, Inc. national BDMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2021Feb 8, 2021
Jonathan T BradleyCharles Schwab & Co., Inc. national BDMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2020Apr 3, 2020
Steven Philip KuleszaCharles Schwab & Co., Inc. national BDMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2019Oct 23, 2019
Ian Michael RodgersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsh Capital Advisors LLC independent RIAWirehouse to independent RIAMar 27, 2019Apr 23, 2019
Daniel ReisbacherEdward Jones national BDMsh Capital Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2018Oct 18, 2018
Betsy Lou WhippleGreenleaf Financial Network, LLC independent RIAMsh Capital Advisors LLC independent RIARIA to RIAJan 17, 2018Jan 12, 2018
Todd Lee BuchananProspera Financial Services, Inc. otherMsh Capital Advisors LLC otherOtherJun 20, 2017Jun 21, 2017
Misty ClaerboutProspera Financial Services, Inc. otherMsh Capital Advisors LLC otherOtherJun 20, 2017Jun 22, 2017
Gary BuchananProspera Financial Services, Inc. otherMsh Capital Advisors LLC otherOtherJun 20, 2017Jun 21, 2017
David M WentlandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsh Capital Advisors LLC independent RIAWirehouse to independent RIAApr 10, 2017Aug 28, 2020 (1236 d)
George Michael HostalCliftonlarsonallen Wealth Advisors, LLC otherMsh Capital Advisors LLC no RAUMOtherJan 3, 2017Jan 4, 2017
Julie GebertCharles Schwab & Co., Inc. national BDMsh Capital Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 30, 2015Apr 20, 2016 (142 d)
Thomas Henry GoetzingerFirst Financial Equity Corporation otherMsh Capital Advisors LLC independent RIAOtherApr 1, 2015Aug 25, 2020 (1973 d)
Sally Ahmad BurgessStrategic Advisers LLC national BDMsh Capital Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 19, 2014Nov 5, 2015 (412 d)
Lior RusinekMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsh Capital Advisors LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 24, 2014Jun 28, 2016 (705 d)
Eraine Johnson ParkerEdelman Financial Advisors LLC unclassifiedMsh Capital Advisors LLC independent RIAOtherAug 25, 2009Dec 14, 2018 (3398 d)
James Cassell NickensKey Investment Services LLC otherMsh Capital Advisors LLC independent RIAOtherDec 31, 2008Mar 31, 2026 (6299 d)
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30 moves match.