DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Mcnaughton Wealth Management, 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 |
|---|---|---|---|---|---|
| Halle Lauren Carter | Maclean Capital Advisors, LLC independent RIA | Mcnaughton Wealth Management, LLC independent RIA | RIA to RIA | Jun 3, 2026 | Jul 28, 2026 (55 d) |
| Patrick John Mcnaughton | Ameriprise Financial Services, LLC national BD | Mcnaughton Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2019 | Apr 10, 2019 |
| Jennifer Bess Matthews | Ameriprise Financial Services, LLC national BD | Mcnaughton Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2019 | Apr 10, 2019 |
| Jennifer Corinne Wilson | Ameriprise Financial Services, LLC national BD | Mcnaughton Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 10, 2019 | Apr 10, 2019 |
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4 moves match.