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 Magnate Advisory Services, 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 |
|---|---|---|---|---|---|
| Brenton E Ditto | LPL Financial LLC BD affiliated | Magnate Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2025 | Jan 12, 2026 (137 d) |
| Michael Ray Ohmstede | Silver Oak Securities, Inc. BD affiliated | Magnate Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 26, 2024 | May 14, 2025 (292 d) |
| Michael Jerome Ellison | First Allied Advisory Services, Inc. BD affiliated | Magnate Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2020 | Mar 3, 2020 |
| Marc Andre Noonan | First Allied Advisory Services, Inc. BD affiliated | Magnate Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2019 | Dec 9, 2019 |
| John Carroll Hutchins | LPL Financial LLC other | Magnate Advisory Services, LLC independent RIA | Other | Oct 30, 2017 | Mar 26, 2020 (878 d) |
| Paidemoyo Brian Charasika | Allstate Financial Advisors, LLC no RAUM | Magnate Advisory Services, LLC independent RIA | Other | Jun 30, 2017 | Jan 3, 2020 (917 d) |
| Valerie M. Downs | Ic Advisory Services, Inc. other | Magnate Advisory Services, LLC independent RIA | Other | Feb 13, 2017 | May 18, 2017 (94 d) |
| John Sterling Denham | J.J.B. Hilliard, W.L. Lyons, LLC other | Magnate Advisory Services, LLC independent RIA | Other | Nov 2, 2016 | Jan 16, 2025 (2997 d) |
| James Curry Nicholson | LPL Financial LLC other | Magnate Advisory Services, LLC independent RIA | Other | Jan 12, 2016 | Jul 18, 2016 (188 d) |
| Thomas William Hagedorn | A. G. Edwards & Sons, Inc. unclassified | Magnate Advisory Services, LLC independent RIA | Other | Apr 30, 2003 | May 24, 2017 (5138 d) |
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10 moves match.