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 Mdt Financial Advisors, 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 |
|---|---|---|---|---|---|
| Chad Everett Taylor | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Larry Wayne Denson | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Dante Milanesi | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Nicholas Thomas Renfro | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Morgan Elizabeth Arriaga | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
Page 1 of 1
5 moves match.