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
Departures from Hokanson Associates, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Linda Kaye Kitchens | Hokanson Associates, Inc. other | Aspiriant, LLC other | Other | Jan 4, 2016 | Jan 4, 2016 |
| Mark Petrie | Hokanson Associates, Inc. other | Aspiriant, LLC other | Other | Jan 4, 2016 | Jan 4, 2016 |
| Myles D Rush | Hokanson Associates, Inc. other | Aspiriant, LLC other | Other | Jan 4, 2016 | Jan 4, 2016 |
| Matthew Ross Adams | Hokanson Associates, Inc. other | Aspiriant, LLC other | Other | Jan 4, 2016 | Jan 4, 2016 |
| Andrew Charles Russell | Hokanson Associates, Inc. other | Confidant Wealth Advisory unclassified | Other | Aug 2, 2011 | Aug 17, 2011 |
| Marc Robert Roland | Hokanson Associates, Inc. other | Confidant Wealth Advisory unclassified | Other | Aug 2, 2011 | Aug 17, 2011 |
| Charles Frederick Chamberlin | Hokanson Associates, Inc. other | A&M Investment Management unclassified | Other | Dec 8, 2008 | Jul 11, 2007 |
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7 moves match.