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 The Millstone Evans 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.

AdvisorFromToTypeLeftRegistered
Anna Sergeeva TodorovaIma Advisory Services, Inc. mixed wealthThe Millstone Evans Group, LLC independent RIARIA to RIANov 19, 2025May 6, 2026 (168 d)
Bradley Ross MichalchukMaia Wealth independent RIAThe Millstone Evans Group, LLC independent RIARIA to RIAJan 27, 2022Feb 12, 2022
Toni Ann NotoRaymond James & Associates, Inc. national BDThe Millstone Evans Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 5, 2021Jan 7, 2021
William Leonard KowalskiRaymond James & Associates, Inc. national BDThe Millstone Evans Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 5, 2021Jan 4, 2021
Sacha MillstoneRaymond James & Associates, Inc. national BDThe Millstone Evans Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2020Jan 11, 2022 (376 d)
Riley John ThoubboronRaymond James & Associates, Inc. national BDThe Millstone Evans Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2020Jan 4, 2021
Byron Keith WilsonCurian Capital, LLC no RAUMThe Millstone Evans Group, LLC independent RIAOtherMar 30, 2016Nov 25, 2025 (3527 d)
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7 moves match.