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 Mkt And Associates 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 |
|---|---|---|---|---|---|
| Webster Kenwood Burrier | Dominion Wealth Management, LLC state registered | Mkt And Associates LLC independent RIA | Other | Dec 4, 2025 | Dec 15, 2025 |
| Jean Pierre Remy Pedinielli | Moser Wealth Advisors independent RIA | Mkt And Associates LLC independent RIA | RIA to RIA | Oct 21, 2025 | Oct 21, 2025 |
| Matthew Phillip Keefe | Columbia River Advisors independent RIA | Mkt And Associates LLC no RAUM | RIA to a newly registered adviser | Aug 30, 2024 | Mar 20, 2024 |
Page 1 of 1
3 moves match.