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 Mha Financial Corp

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
Jeffrey A TookeAvendus Capital, Inc. state registeredMha Financial Corp state registeredOtherDec 5, 2023May 30, 2019
Kurt Tyler FetterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMha Financial Corp state registeredWirehouse to a state-registered adviserJul 15, 2019Aug 16, 2021 (763 d)
Jordan Ryan PenceBfc Planning, Inc. otherMha Financial Corp state registeredOtherNov 3, 2017Sep 1, 2023 (2128 d)
Vandolf ParishMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMha Financial Corp state registeredWirehouse to a state-registered adviserFeb 6, 2014Jul 24, 2014 (168 d)
James Arnold HintzEdi Investment Advisor Corporation unclassifiedMha Financial Corp state registeredOtherNov 11, 2013Jan 13, 2014 (63 d)
Clark D EdlundLPL Financial LLC otherMha Financial Corp state registeredOtherFeb 2, 2009May 2, 2014 (1915 d)
Neil Edward VonfeldtFreedom Asset Management, Inc. unclassifiedMha Financial Corp state registeredOtherSep 11, 2002Mar 7, 2005 (908 d)
Page 1 of 1
7 moves match.