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.
Registered advisor
Hamilton Perkins Bouchelle Poynor
Feed of 09/14/2026
Also filed as Ham Poynor
At current firm
7 y
since Nov 14, 2018
In the industry
33 y
since Apr 21, 1993 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Arete Wealth Advisors, LLC BD affiliated currentsince Nov 14, 2018 · Birmingham, Al
- LPL Financial LLC BD affiliatedNov 30, 2016 to Nov 16, 2018 · Birmingham, Al
- Rfg Advisory, LLC independent RIAAug 9, 2011 to Nov 30, 2016 · Vestavia Hills, Al
- Securities America Advisors, Inc. formerApr 24, 2009 to Aug 8, 2011 · Birmingham, Al
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 1, 2008 to Apr 24, 2009 · Birmingham, Al
- Eagle Strategies LLC BD affiliatedJan 8, 2004 to May 12, 2008 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Arete Wealth Advisors, LLCleft Nov 16, 2018, registered Nov 14, 2018 (-2 days) · RIA to affiliated broker-dealer or bank
- Rfg Advisory, LLC to LPL Financial LLCleft Nov 30, 2016, registered Nov 30, 2016 (0 days) · Other
- Securities America Advisors, Inc. to Rfg Advisory, LLCleft Aug 8, 2011, registered Aug 9, 2011 (1 days) · Other
- Cambridge Investment Research Advisors, Inc. to Securities America Advisors, Inc.left Apr 24, 2009, registered Apr 24, 2009 (0 days) · Other
- Eagle Strategies LLC to Cambridge Investment Research Advisors, Inc.left May 12, 2008, registered May 1, 2008 (-11 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address