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 Meadow Creek Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Katherine Carter Hardie Howard | Truist Advisory Services, Inc. BD affiliated | Meadow Creek Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2023 | Jun 17, 2025 (559 d) |
| Kenneth Kaull Budd | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Meadow Creek Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 20, 2018 | Aug 20, 2018 |
| Phillip Nelson | Wells Fargo Advisors wirehouse | Meadow Creek Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 14, 2018 | Aug 13, 2018 |
| Willem-Jau Odo Hattink | Truist Advisory Services, Inc. BD affiliated | Meadow Creek Wealth Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 19, 2018 | Jul 26, 2018 (98 d) |
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4 moves match.