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 Mcbeath Financial Group

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
Clark PurdyWells Fargo Advisors wirehouseMcbeath Financial Group independent RIAWirehouse to independent RIAJun 29, 2023Nov 7, 2024 (497 d)
Robert Lavern McbeathMotiv8 Investments LLC independent RIAMcbeath Financial Group independent RIARIA to RIAAug 31, 2020Aug 27, 2020
Krista Dawn McbeathCg Advisory Services otherMcbeath Financial Group independent RIAOtherJun 14, 2013Jun 17, 2013
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3 moves match.