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 Mdrn Capital

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
Gregg Michael IndovinaGolden Reserve Retirement, LLC independent RIAMdrn Capital independent RIARIA to RIAAug 10, 2026Aug 20, 2026
Lindsey Tomasula TummondMcadam LLC independent RIAMdrn Capital independent RIARIA to RIAJun 22, 2026May 27, 2026
Christian Alan NormanGolden Reserve Retirement, LLC independent RIAMdrn Capital independent RIARIA to RIAJun 22, 2026Jun 16, 2026
Troy Earl ReederAtlas Lifestyle Planning Group LLC state registeredMdrn Capital independent RIAOtherJun 3, 2026Jun 29, 2026
Skyler Jonathan OttoNationwide Securities, LLC no RAUMMdrn Capital independent RIAOtherMay 14, 2026Jul 17, 2026 (64 d)
Kerry William Ryan DevaughnTrajan Wealth, L.L.C. independent RIAMdrn Capital independent RIARIA to RIAApr 21, 2026Aug 27, 2026 (128 d)
Joseph Michael MorphewRaymond James Financial Services Advisors, Inc BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2026Mar 12, 2026
Timothy WallerPnc Wealth Management BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2026Apr 14, 2026 (39 d)
Benjamin R CasonFisher Investments independent RIAMdrn Capital independent RIARIA to RIAJan 26, 2026Mar 12, 2026 (45 d)
Aaron Abel TyburskiOsaic Wealth, Inc. BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2025Jun 9, 2025 (63 d)
Michael Alan DewittStrategic Advisers LLC national BDMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2025Jun 10, 2025 (68 d)
Tanner Garrett MathisEdward Jones national BDMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2025Apr 21, 2025
Delano J PonceEdward Jones national BDMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2025Oct 16, 2025 (233 d)
Dayne Rachel LawyerNorthwest Wealth Management, LLC independent RIAMdrn Capital independent RIARIA to RIAJan 17, 2025Jan 17, 2025
Patrick T QuigleyHd Money, Inc. independent RIAMdrn Capital independent RIARIA to RIAJan 13, 2025May 6, 2025 (113 d)
Aljon LovelaceEmpower Advisory Group, LLC BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2024Dec 5, 2024
Kyle A TessmarEdward Jones national BDMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2024Nov 26, 2024
Michael AwwadEdward Jones national BDMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2024Sep 18, 2024
Michael A. LovellJ.P. Morgan Securities LLC wirehouseMdrn Capital independent RIAWirehouse to independent RIAJul 31, 2024Sep 16, 2024 (47 d)
Anthony Dean BagneschiCg Advisory Services independent RIAMdrn Capital independent RIARIA to RIAMay 29, 2024Dec 2, 2024 (187 d)
Andrew Carl ZuchProcapita Partners, LLC independent RIAMdrn Capital independent RIARIA to RIAApr 23, 2024Jan 16, 2024
Matthew John IdouxMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMdrn Capital independent RIAWirehouse to independent RIAApr 8, 2024Apr 4, 2024
Andrew Conley KinderSequoia Financial Group, L.L.C. independent RIAMdrn Capital independent RIARIA to RIAApr 3, 2024Jul 30, 2024 (118 d)
Joshua John MalySavant Wealth Management independent RIAMdrn Capital independent RIARIA to RIAJan 19, 2024Mar 11, 2024 (52 d)
Matthew Thomas LeddyGolden Reserve Retirement, LLC independent RIAMdrn Capital independent RIARIA to RIAJul 28, 2023Apr 18, 2024 (265 d)
Joshua Roland JohnsonSagepoint Financial, Inc. BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2023Sep 27, 2023 (91 d)
Aaron Joshua CirksenaCetera Advisor Networks LLC BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2023Jun 1, 2023
William John CirksenaCetera Advisor Networks LLC BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2023Jun 2, 2023
Jason Mearl MainHuntington Financial Advisors BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 7, 2023Jan 13, 2025 (647 d)
Ryan R GrayMML Investors Services, LLC BD affiliatedMdrn Capital independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2023Nov 15, 2023 (229 d)
David B SnyderOjm Group, LLC independent RIAMdrn Capital independent RIARIA to RIAMar 15, 2021Apr 22, 2025 (1499 d)
Jeremy Blake JonesCredit Union Investment Services state registeredMdrn Capital independent RIAOtherSep 20, 2016Dec 18, 2023 (2645 d)
Scott Eric BrockmanWilliam O'Neil + Company no RAUMMdrn Capital independent RIAOtherNov 11, 2011Jun 5, 2025 (4955 d)
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33 moves match.