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 Mpi 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 |
|---|---|---|---|---|---|
| Donald Robert Burnaford | Osaic Wealth, Inc. BD affiliated | Mpi Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 24, 2025 | Jan 1, 2026 (283 d) |
| Matthew Donald Pequet | Mpi Investment Management Inc other | Mpi Wealth Management LLC no RAUM | Other | Dec 31, 2022 | Aug 12, 2019 |
| David Wayne Pequet | Mpi Investment Management Inc other | Mpi Wealth Management LLC no RAUM | Other | Dec 31, 2022 | Aug 22, 2019 |
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3 moves match.