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 Mayflower Advisors

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.

AdvisorFromToTypeLeftRegistered
Philip Thomas PurpuraBrookstone Wealth Advisors, LLC no RAUMMayflower Advisors mixed wealthOtherAug 31, 2026Aug 31, 2026
John Henry MitchellLPL Financial LLC BD affiliatedMayflower Advisors mixed wealthAffiliated broker-dealer or bank to independent RIASep 12, 2025Jul 11, 2025
Christopher BarrettWorld Investment Advisors, LLC otherMayflower Advisors mixed wealthOtherAug 19, 2025Aug 25, 2025
Colin Patrick CroninFidelity Personal And Workplace Advisors BD affiliatedMayflower Advisors otherOtherJan 6, 2025Feb 5, 2025
Maurice Hamilton PattersonCompass Financial Management LLC independent RIAMayflower Advisors mixed wealthRIA to RIAJan 16, 2024Apr 14, 2026 (819 d)
Allison M. CrateDerby And Company Inc independent RIAMayflower Advisors independent RIARIA to RIADec 31, 2021Jan 25, 2022
Jared Jon ManvilleOnedigital institutionalMayflower Advisors independent RIAOtherJul 14, 2021Jul 13, 2021
Jeff Joseph CashinFifth Third Securities, Inc. BD affiliatedMayflower Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2020May 12, 2022 (505 d)
Steven DimitriouWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAOct 23, 2020Oct 16, 2020
Justin GaudinoWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAOct 23, 2020Jan 4, 2021 (73 d)
Peter Geary MartinWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 24, 2020Jan 4, 2021 (133 d)
Lawrence Michael GlazerWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 24, 2020Oct 14, 2020 (51 d)
Danielle Lise BreenWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 24, 2020Oct 13, 2021 (415 d)
Lloyd George GlazerWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 20, 2020Jan 14, 2021 (147 d)
John L WilcoxWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 20, 2020Jan 4, 2021 (137 d)
Matthew Jason McloyWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 11, 2020Aug 10, 2020
John Albert LongoWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 11, 2020Aug 27, 2020
Ryan Patrick FoleyWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 11, 2020Aug 18, 2020
Jonida Mucka PapajaniWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAAug 7, 2020Oct 20, 2021 (439 d)
Vinson Edward BrodWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Michael Joseph MccarthyWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Jeffrey Samuel MehneWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Damien Thomas DepeterWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 17, 2020
Jonathan Arthur TaylorWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Joseph Paul KendallWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Robert Lowell LyonWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Justin Alexander LonderganWells Fargo Advisors wirehouseMayflower Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 21, 2020Jul 28, 2020
Louis Francis ChongWells Fargo Advisors wirehouseMayflower Advisors independent RIAWirehouse to independent RIAJun 10, 2020Sep 22, 2020 (104 d)
Bradley Allen GorneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMayflower Advisors independent RIAWirehouse to independent RIAFeb 22, 2008Sep 22, 2020 (4596 d)
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29 moves match.