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 Mdx 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
Maria DembskiHuckin Financial Group, Inc. unclassifiedMdx Wealth Management state registeredOtherFeb 2, 2022Apr 3, 2013
Orlando MolinaCallaway Financial Services state registeredMdx Wealth Management state registeredOtherJul 6, 2020Apr 22, 2020
Timothy Charles HobbsSummit Financial Group Inc otherMdx Wealth Management state registeredOtherAug 7, 2017Aug 7, 2017
Gregory James KallusInvesco Advisers, Inc. otherMdx Wealth Management state registeredOtherJul 11, 2016Nov 10, 2020 (1583 d)
Aniruddha RayLPL Financial LLC otherMdx Wealth Management state registeredOtherApr 5, 2016Mar 31, 2016
Michael J AllisonFirst Financial Equity Corporation otherMdx Wealth Management state registeredOtherFeb 18, 2016Feb 27, 2016
Terry Dale LesterWells Fargo Advisors wirehouseMdx Wealth Management state registeredWirehouse to a state-registered adviserNov 4, 2011Mar 25, 2013 (507 d)
Robert Joseph VoccolaRjv Asset Management, LLC unclassifiedMdx Wealth Management state registeredOtherMay 20, 2010Nov 24, 2014 (1649 d)
Page 1 of 1
8 moves match.