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 Mascoma 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonathan Long Cottrell | Boston Financial Management LLC independent RIA | Mascoma Wealth Management independent RIA | RIA to RIA | Apr 23, 2024 | Apr 5, 2024 |
| Madalyn Elise Dow | LPL Financial LLC BD affiliated | Mascoma Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2024 | Feb 8, 2024 |
| Zuzana Kuzelova Brochu | People'S United Advisors, Inc. mixed wealth | Mascoma Wealth Management independent RIA | RIA to RIA | Dec 31, 2022 | Jan 12, 2023 |
| Jeffrey Blake Nowell | People'S United Advisors, Inc. mixed wealth | Mascoma Wealth Management independent RIA | RIA to RIA | Sep 10, 2021 | Sep 24, 2021 |
| Bethany J Dubuque | People'S United Advisors, Inc. mixed wealth | Mascoma Wealth Management independent RIA | RIA to RIA | Sep 10, 2021 | Apr 12, 2023 (579 d) |
| Susan Alice Winchester | Wea Financial Advisors, Inc. independent RIA | Mascoma Wealth Management independent RIA | RIA to RIA | Jul 14, 2020 | Apr 20, 2023 (1010 d) |
| Matthew David Dattilio | LPL Financial LLC other | Mascoma Wealth Management other | Other | Feb 3, 2017 | Feb 1, 2017 |
Page 1 of 1
7 moves match.