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
Evaggelia Themis Hatzimanolis
Certified Financial Planner
Feed of 09/15/2026
Also filed as Evaggelia Hatzimanolis
At current firm
0 y
since Mar 9, 2026
In the industry
24 y
since Feb 28, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Mar 9, 2026 · Delray Beach, Fl
- Lido independent RIASep 27, 2023 to Nov 13, 2025 · Boca Raton, Fl
- United Capital Financial Advisors independent RIAJan 26, 2021 to Nov 3, 2023 · Ft Lauderdale, Fl
- Advice And Planning Services BD affiliatedJan 8, 2016 to Nov 13, 2020 · Boca Raton, Fl
- Strategic Advisers LLC national BDMay 8, 2015 to Oct 20, 2015 · Boca Raton, Fl
- Strategic Advisers LLC national BDJan 2, 2013 to Apr 15, 2015 · Braintree, Ma
- Morgan Stanley wirehouseJun 1, 2009 to Feb 16, 2012 · Boca Raton, Fl
- Citigroup Global Markets Inc. BD affiliatedNov 20, 2006 to Jun 1, 2009 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- Lido to Creative Planningleft Nov 13, 2025, registered Mar 9, 2026 (116 days) · RIA to RIA
- United Capital Financial Advisors to Lidoleft Nov 3, 2023, registered Sep 27, 2023 (-37 days) · Affiliated broker-dealer or bank to independent RIA
- Advice And Planning Services to United Capital Financial Advisorsleft Nov 13, 2020, registered Jan 26, 2021 (74 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Advice And Planning Servicesleft Oct 20, 2015, registered Jan 8, 2016 (80 days) · Other
- Morgan Stanley to Strategic Advisers LLCleft Feb 16, 2012, registered Jan 2, 2013 (321 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Evaggelia Themis Hatzimanolis left Lido for Creative Planning (registered 2026-03-09)Nov 13, 2025 · Advisor changed firm · fact
- Evaggelia Themis Hatzimanolis left United Capital Financial Advisors for Lido (registered 2023-09-27)Nov 3, 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address