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 Hatton Consulting, 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 |
|---|---|---|---|---|---|
| Timothy Michael Hatton | Hatton Consulting, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Mar 9, 2022 | Jan 13, 2022 |
| James J Hatton | Hatton Consulting, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 3, 2022 | Feb 14, 2022 (42 d) |
| Tovin James Mcgovern | Hatton Consulting, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 3, 2022 | Feb 14, 2022 (42 d) |
| Tigran Sarkis Unciano | Hatton Consulting, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 3, 2022 | Feb 4, 2022 (32 d) |
| Joel Allen Bonnema | Hatton Consulting, Inc. other | Bonnema Wealth Management LLC other | Other | Jan 15, 2015 | May 19, 2015 (124 d) |
| Dean Douglas Domask | Hatton Consulting, Inc. other | Domask Wealth Management, LLC state registered | Other | Sep 2, 2010 | Aug 23, 2010 |
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6 moves match.