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 Hays Advisory, LLC
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 |
|---|---|---|---|---|---|
| Keith Alan Hays | Hays Advisory, LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Dec 31, 2018 | Jan 15, 2025 (2207 d) |
| Jeffrey David Hays | Hays Advisory, LLC independent RIA | Cypress Capital, LLC no RAUM | Other | Dec 31, 2018 | Jun 9, 2014 |
| Mark Tomas Dodson | Hays Advisory, LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Dec 31, 2018 | Dec 17, 2025 (2543 d) |
| Max Kohn Brown | Hays Advisory, LLC other | Pinnacle Family Advisors, LLC mixed wealth | Other | Feb 3, 2017 | Jan 31, 2019 (727 d) |
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4 moves match.