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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Z•••••• D• H••••
- R•••••• J•••• • A••••••••• I••• national BD currentsince May 7, 2025 · Cincinnati, Oh
- J••••• M••••••••• S•••• L•• BD affiliatedNov 1, 2024 to Apr 25, 2025 · Cincinnati, Oh
- R•••••• J•••• • A••••••••• I••• national BDMay 19, 2022 to Nov 11, 2024 · Cincinnati, Oh
- J••••• M••••••••• S•••• L•• to R•••••• J•••• • A••••••••• I•••left Apr 25, 2025, registered May 7, 2025 (12 days) · Affiliated broker-dealer or bank to another
- R•••••• J•••• • A••••••••• I••• to J••••• M••••••••• S•••• L••left Nov 11, 2024, registered Nov 1, 2024 (-10 days) · Affiliated broker-dealer or bank to another · moved with a team
- Zachary D Hiler left Janney Montgomery Scott Llc for Raymond James & Associates, Inc. (registered 2025-05-07)Apr 25, 2025 · Advisor changed firm · fact
- Zachary D Hiler left Raymond James & Associates, Inc. for Janney Montgomery Scott Llc (registered 2024-11-01)Nov 11, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address