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 Hillman Capital Management 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 |
|---|---|---|---|---|---|
| Anthony Henry Cortina | Hillman Capital Management Inc mixed wealth | Farther independent RIA | RIA to RIA | Sep 23, 2024 | Oct 2, 2024 |
| Peter William Beebe | Hillman Capital Management Inc mixed wealth | Channel Investment Partners asset manager | Other | Jun 12, 2024 | May 14, 2025 (336 d) |
| Fletcher Driggs Perkins | Hillman Capital Management Inc other | Wells Fargo Advisors wirehouse | Other | Jul 19, 2013 | May 31, 2013 |
| Robert Joseph Basil Kotler | Hillman Capital Management Inc other | Financial Telesis, Inc. other | Other | May 31, 2012 | Feb 24, 2014 (634 d) |
| Peter Dominic Demartino | Hillman Capital Management Inc other | The Mutual Fund Store unclassified | Other | Nov 19, 2007 | Dec 4, 2007 |
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5 moves match.