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 Mbm Wealth Consultants, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Elizabeth S Isaacs | Edward Jones national BD | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2026 | Jun 25, 2026 (44 d) |
| Justin Scott Fowler | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | May 1, 2026 |
| Jesse Quinn Dusablon | Advice And Planning Services BD affiliated | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Apr 17, 2026 (44 d) |
| Jonathan Ewanio | Saxony Capital Management, LLC independent RIA | Mbm Wealth Consultants, LLC independent RIA | RIA to RIA | May 29, 2025 | Jun 10, 2025 |
| Andrew Steven Kowal | LPL Financial LLC BD affiliated | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2024 | May 1, 2025 (132 d) |
| Maria Alvarez | MML Investors Services, LLC BD affiliated | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 14, 2022 | Dec 15, 2022 |
| Andrew Mccluer | Charles Schwab & Co., Inc. national BD | Mbm Wealth Consultants, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2022 | Dec 13, 2022 |
| Geoffrey Eikmann | Moneta Group Investment Advisors, LLC independent RIA | Mbm Wealth Consultants, LLC independent RIA | RIA to RIA | Jan 4, 2019 | Aug 17, 2023 (1686 d) |
| Adam Charles Kruger | Saxony Capital Management, LLC other | Mbm Wealth Consultants, LLC independent RIA | Other | Oct 16, 2015 | Nov 18, 2015 (33 d) |
| William Robert Weckback | Oneamerica Securities, Inc. other | Mbm Wealth Consultants, LLC independent RIA | Other | Dec 12, 2013 | Nov 30, 2013 |
| Matthew Aaron Lapides | Oneamerica Securities, Inc. other | Mbm Wealth Consultants, LLC independent RIA | Other | Dec 12, 2013 | Nov 30, 2013 |
| Matthew Lawrence Westhoff | Oneamerica Securities, Inc. other | Mbm Wealth Consultants, LLC independent RIA | Other | Dec 12, 2013 | Nov 30, 2013 |
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12 moves match.