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 Mtc Wealth Management
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 |
|---|---|---|---|---|---|
| Brooke Bowen | Nuveen Asset Management, LLC other | Mtc Wealth Management asset manager | Other | Jan 24, 2024 | Feb 6, 2025 (379 d) |
| Michael John Sciulli | Potomac other | Mtc Wealth Management asset manager | Other | Jan 22, 2024 | Feb 21, 2025 (396 d) |
| Jeffrey James Terrell | Truist Advisory Services, Inc. BD affiliated | Mtc Wealth Management asset manager | Other | Dec 15, 2023 | May 16, 2024 (153 d) |
| Vera Jalilla Feldbusch | U.S. Bancorp Investments, Inc. BD affiliated | Mtc Wealth Management asset manager | Other | Dec 8, 2023 | Feb 19, 2025 (439 d) |
| Daric Hugh Olson | Nuveen Asset Management, LLC other | Mtc Wealth Management asset manager | Other | Nov 27, 2023 | May 16, 2024 (171 d) |
| Jason Patrick Liu | U.S. Bancorp Investments, Inc. BD affiliated | Mtc Wealth Management asset manager | Other | Jul 26, 2023 | Jan 28, 2025 (552 d) |
| Sharon Kay Giuffre | Frost Investment Advisors, LLC other | Mtc Wealth Management asset manager | Other | Dec 31, 2016 | Jul 9, 2024 (2747 d) |
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7 moves match.