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 Welch Hornsby, 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.

AdvisorFromToTypeLeftRegistered
Oliver L HaynesWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 12, 2020
Edward Virgil WelchWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Phillip Charles AndersonWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Brian Scott MitchellWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Donald F LutomskiWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Robin Andrew GodwinWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Beau Knighton WilliamsWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 10, 2020
John P MaloneyWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
James Wilkerson UnderwoodWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Brandy Ballard HydrickWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 12, 2020
Mark Alan BishopWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Hannah WadsworthWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Daniel Ryan LoganWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 9, 2020
Kimberly Marie ElliottWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Catherine Steele BraggWelch Hornsby, Inc. independent RIACaptrust institutionalOtherMay 22, 2020Mar 2, 2020
Harvey Atwood HutchinsonWelch Hornsby, Inc. independent RIAArvest Wealth Management independent RIARIA to RIAFeb 25, 2020Nov 22, 2021 (636 d)
Jarvis FullenwilderWelch Hornsby, Inc. otherInvesco Advisers, Inc. otherOtherMay 5, 2017Jan 26, 2018 (266 d)
Irby Jones ThompsonWelch Hornsby, Inc. otherWilson Price Wealth Management, LLC unclassifiedOtherMay 5, 2006May 11, 2006
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18 moves match.