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 Mcadam 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 |
|---|---|---|---|---|---|
| Jia H Chen | Ae Wealth Management, LLC BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2026 | Jul 2, 2026 |
| James Vincent Masone | Milestone Asset Management, LLC independent RIA | Mcadam LLC independent RIA | RIA to RIA | Jun 15, 2026 | Jun 26, 2026 |
| Illya Manuel Bermant | Walser Wealth Management Company, A Limited Liability Company independent RIA | Mcadam LLC independent RIA | RIA to RIA | Oct 21, 2025 | Nov 3, 2025 |
| Lindsey Tomasula Tummond | LPL Financial LLC BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2025 | Apr 11, 2025 |
| Raymond Arroyo | Vanguard Advisers, Inc. BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2025 | Apr 15, 2025 |
| Stephen Thomas Mccarrick | J.P. Morgan Securities LLC wirehouse | Mcadam LLC independent RIA | Wirehouse to independent RIA | Mar 2, 2025 | Mar 17, 2025 |
| Ronald John Judkins | Edward Jones national BD | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | May 15, 2025 (92 d) |
| Hannah Catherine Kirk | Thrivent Investment Management Inc. BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | May 22, 2025 (99 d) |
| Melanie Bianca Blakney | Pacific Wealth Management independent RIA | Mcadam LLC independent RIA | RIA to RIA | Dec 4, 2024 | Jan 5, 2026 (397 d) |
| Emily Nicole Mason | Morgan Stanley wirehouse | Mcadam LLC independent RIA | Wirehouse to independent RIA | Oct 2, 2024 | Apr 14, 2025 (194 d) |
| Michael Bond | Valic Financial Advisors, Inc. BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2023 | Sep 20, 2023 (51 d) |
| Paul Mankarious | Global Retirement Partners LLC institutional | Mcadam LLC independent RIA | Other | May 2, 2023 | Sep 1, 2023 (122 d) |
| Robert Thomas Kovalesky | Stash Wealth, LLC independent RIA | Mcadam LLC independent RIA | RIA to RIA | Aug 12, 2022 | Jan 17, 2023 (158 d) |
| Tanner Cole Bivens | W&S Brokerage Services, Inc. BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2020 | Jul 23, 2021 (234 d) |
| Douglas William Smith | Advice And Planning Services BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Oct 6, 2021 (327 d) |
| Jacob Sydney Waldman | Hornor, Townsend & Kent, LLC BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2020 | Mar 5, 2020 (38 d) |
| Eric Michael Mattei | Mbvm Philadelphia unclassified | Mcadam LLC independent RIA | Other | Nov 22, 2017 | Jan 23, 2023 (1888 d) |
| Coty Channing Backmon | Pnc Wealth Management other | Mcadam LLC independent RIA | Other | Aug 6, 2015 | Dec 12, 2018 (1224 d) |
| Linus Jae Park | New England Securities Corporation other | Mcadam LLC no RAUM | Other | Dec 8, 2014 | Dec 10, 2014 |
| Jason Kurt Mickool | Voya Financial Advisors, Inc. other | Mcadam LLC other | Other | Sep 18, 2014 | Oct 9, 2015 (386 d) |
| Jason Watson | New England Securities Corporation other | Mcadam LLC other | Other | Apr 8, 2013 | Mar 23, 2017 (1445 d) |
| Omega James Mcintosh | Fsc Securities Corporation other | Mcadam LLC no RAUM | Other | Dec 14, 2012 | Jan 23, 2015 (770 d) |
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22 moves match.