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 Hfg Advisors
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 |
|---|---|---|---|---|---|
| Alan Joseph Gappinger | Hfg Advisors independent RIA | Walnut Street Advisers Inc unclassified | Other | Aug 31, 2026 | Oct 17, 2001 |
| Eric C Fischer | Hfg Advisors independent RIA | Farther independent RIA | RIA to RIA | Aug 31, 2026 | Apr 1, 2026 |
| David Joseph Bromeier | Hfg Advisors independent RIA | Walnut Street Advisers Inc unclassified | Other | Aug 31, 2026 | Nov 16, 2001 |
| Ryan Christopher Gappinger | Hfg Advisors independent RIA | Farther independent RIA | RIA to RIA | Aug 31, 2026 | Apr 2, 2026 |
| Paul Douglas Mclemore | Hfg Advisors independent RIA | Intervest International, Inc. independent RIA | RIA to RIA | Mar 20, 2026 | Mar 25, 2020 |
| John David Miller | Hfg Advisors independent RIA | Ae Wealth Management, LLC other | Other | Mar 27, 2018 | Aug 16, 2017 |
| Robert James Douglass | Hfg Advisors independent RIA | Walnut Street Advisers Inc unclassified | Other | Jan 6, 2011 | Nov 23, 2001 |
| Bernard Francis Taillon | Hfg Advisors independent RIA | Walnut Street Advisers Inc unclassified | Other | Aug 28, 2008 | Oct 17, 2002 |
| Eric C Fischer | Hfg Advisors independent RIA | Walnut Street Advisers Inc unclassified | Other | Dec 10, 2007 | Nov 23, 2001 |
| Lee Travis Claymore | Hfg Advisors independent RIA | Spc other | Other | Nov 21, 2005 | Sep 30, 2005 |
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10 moves match.