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
Terrence Patrick Hartigan
Certified Financial Planner
Feed of 09/15/2026
Also filed as Terry Hartigan
At current firm
3 y
since Mar 23, 2023
In the industry
29 y
since Sep 2, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince Mar 23, 2023 · Rockford, Il
- Capital Directions LLC formerJan 10, 2013 to Apr 25, 2023 · Atlanta, Ga
- Ashwood Advisors, LLC unclassifiedMar 21, 2003 to Mar 13, 2013 · Atlanta, Ga
- Hartigan Financial Advisory, Inc. unclassifiedMar 21, 2003 to Apr 3, 2006 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Capital Directions LLC to Savant Wealth Managementleft Apr 25, 2023, registered Mar 23, 2023 (-33 days) · RIA to RIA · moved with a team
- Ashwood Advisors, LLC to Capital Directions LLCleft Mar 13, 2013, registered Jan 10, 2013 (-62 days) · Other
- Hartigan Financial Advisory, Inc. to Ashwood Advisors, LLCleft Apr 3, 2006, registered Mar 21, 2003 (-1109 days) · Other
Signals
- Terrence Patrick Hartigan left Capital Directions Llc for Savant Wealth Management (registered 2023-03-23)Apr 25, 2023 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address