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 Hayek Kallen Investment Management L.L.C.
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 |
|---|---|---|---|---|---|
| John Lytle Jones | Hayek Kallen Investment Management L.L.C. independent RIA | Strategic Wealth Management Solutions, LLC state registered | RIA to a state-registered adviser | May 5, 2023 | Feb 10, 2025 (647 d) |
| Marc Andrew Smith | Hayek Kallen Investment Management L.L.C. other | Oars Capital independent RIA | Other | Oct 15, 2012 | Nov 8, 2012 |
| Reuben Frank Stewart | Hayek Kallen Investment Management L.L.C. other | Stewart, Reuben Frank III unclassified | Other | Jul 14, 2008 | Jul 12, 2010 (728 d) |
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3 moves match.