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 Horizon Wealth 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 |
|---|---|---|---|---|---|
| Ryan Christopher Vogl | Horizon Wealth Advisors independent RIA | Creative Planning independent RIA | RIA to RIA | May 7, 2018 | Jun 11, 2018 (35 d) |
| Henry Stanton Bragg | Horizon Wealth Advisors other | Hill Investment Group other | Other | Jan 16, 2014 | Mar 22, 2014 (65 d) |
| Joseph O'Malley | Horizon Wealth Advisors other | J.P. Morgan Securities LLC wirehouse | Other | Sep 28, 2005 | Mar 26, 2024 (6754 d) |
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3 moves match.