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 D.H. Hill Advisors, 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 |
|---|---|---|---|---|---|
| Steven Todd Standley | D.H. Hill Advisors, Inc. independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Mar 28, 2025 | Mar 27, 2025 |
| Joel T. Barjenbruch | D.H. Hill Advisors, Inc. independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 5, 2023 | Jul 6, 2023 |
| Peter Matthew Bakalis | D.H. Hill Advisors, Inc. independent RIA | Bakalis Financial Inc. state registered | RIA to a state-registered adviser | Sep 30, 2022 | Oct 10, 2022 |
| Stiven Olarte | D.H. Hill Advisors, Inc. independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Sep 24, 2021 | Sep 27, 2021 |
| John A. Ramey | D.H. Hill Advisors, Inc. independent RIA | Yayati Asset Management, LLC state registered | RIA to a state-registered adviser | Dec 31, 2020 | Mar 16, 2026 (1901 d) |
| Philip Hearl Hamilton | D.H. Hill Advisors, Inc. independent RIA | Horter Investment Management, LLC independent RIA | RIA to RIA | Aug 5, 2020 | Aug 10, 2020 |
| Todd Franklin Gregory | D.H. Hill Advisors, Inc. independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Sep 9, 2019 | Sep 9, 2019 |
| Marijo Tase Harding | D.H. Hill Advisors, Inc. independent RIA | Prudence Advisory Services state registered | RIA to a state-registered adviser | May 2, 2018 | Apr 30, 2018 |
| John A. Ramey | D.H. Hill Advisors, Inc. independent RIA | Bluearc Capital Management other | Other | Feb 5, 2018 | Mar 6, 2018 |
| Scott Leslie Johnson | D.H. Hill Advisors, Inc. independent RIA | Cambridge Investment Research Advisors, Inc. other | Other | Aug 1, 2017 | Aug 1, 2017 |
| Jhoanny Vianela Garcia-Cardenas | D.H. Hill Advisors, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 21, 2017 | Dec 13, 2018 (632 d) |
| Melanie Null | D.H. Hill Advisors, Inc. independent RIA | Woodlands Asset Management Inc other | Other | Oct 11, 2016 | Mar 1, 2018 (506 d) |
| John M Little | D.H. Hill Advisors, Inc. independent RIA | Horter Investment Management, LLC other | Other | Apr 4, 2016 | Mar 16, 2016 |
| Paul K Doak | D.H. Hill Advisors, Inc. independent RIA | Cambridge Investment Research Advisors, Inc. other | Other | Aug 1, 2014 | Jul 28, 2014 |
| Brian Alan Hagen | D.H. Hill Advisors, Inc. independent RIA | Concourse Financial Group Advisors other | Other | May 16, 2014 | May 22, 2014 |
| Jesse Marichalar Galindo | D.H. Hill Advisors, Inc. independent RIA | Gradient Advisors, LLC other | Other | Dec 31, 2013 | Jan 17, 2014 |
| William Campbell Monroe III | D.H. Hill Advisors, Inc. independent RIA | Global Financial Private Capital, Inc. other | Other | Mar 17, 2010 | Mar 30, 2010 |
| David Lee Keller | D.H. Hill Advisors, Inc. independent RIA | Familywealth mixed wealth | RIA to RIA | Nov 4, 2009 | Aug 11, 2026 (6124 d) |
| Donald Winston Traylor | D.H. Hill Advisors, Inc. independent RIA | Donald W. Traylor state registered | RIA to a state-registered adviser | Sep 6, 2006 | Apr 2, 2014 (2765 d) |
| Richard C Jacobs | D.H. Hill Advisors, Inc. independent RIA | The Jacobs Financial Group state registered | RIA to a state-registered adviser | May 23, 2006 | Dec 2, 2013 (2750 d) |
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20 moves match.