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 Mach-1 Financial Group, 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 |
|---|---|---|---|---|---|
| Graham Mcdaniel Funderburk | Arvest Wealth Management independent RIA | Mach-1 Financial Group, LLC independent RIA | RIA to RIA | Mar 4, 2025 | Mar 5, 2025 |
| James Lee Mackey | LPL Financial LLC independent RIA | Mach-1 Financial Group, LLC independent RIA | RIA to RIA | Jun 29, 2022 | Mar 25, 2022 |
| David Aaron Lee | Coppell Advisory Solutions LLC independent RIA | Mach-1 Financial Group, LLC independent RIA | RIA to RIA | Dec 26, 2019 | Feb 28, 2019 |
| Matthew Jordan Walters | Coppell Advisory Solutions LLC independent RIA | Mach-1 Financial Group, LLC independent RIA | RIA to RIA | Dec 26, 2019 | Feb 28, 2019 |
| John Edward Martfeld | Level Four Advisory Services other | Mach-1 Financial Group, LLC independent RIA | Other | Nov 17, 2015 | Apr 13, 2023 (2704 d) |
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5 moves match.