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 Hya Advisors, 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 |
|---|---|---|---|---|---|
| Dean William Young | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jul 1, 2022 |
| Holly Marie Gray | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | May 23, 2022 |
| John Brent Singleton | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 22, 2022 |
| Michael Lee Sharp | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | May 24, 2022 |
| Nicholas R Mcdowell | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jul 21, 2022 |
| Kaz Woodward | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 17, 2022 |
| Ethan James Wallace | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Jun 15, 2022 |
| John Jeffrey Bilberry | Hya Advisors, Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jul 26, 2022 | Nov 4, 2022 (101 d) |
| John Kent Davis | Hya Advisors, Inc independent RIA | Forvis Mazars Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 14, 2022 | Apr 13, 2022 |
| Lance Patrick O'Neill | Hya Advisors, Inc independent RIA | B1b Financial Solutions state registered | RIA to a state-registered adviser | Nov 22, 2019 | Feb 20, 2020 (90 d) |
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10 moves match.