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 Whitcomb & Hess, 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 P Hilterman | Whitcomb & Hess, Inc. independent RIA | Whitaker-Myers Wealth Managers, Ltd. independent RIA | RIA to RIA | Dec 9, 2024 | Dec 16, 2024 |
| Christopher Wayne Bevington | Whitcomb & Hess, Inc. independent RIA | Lighthouse Wealth Management, Inc. independent RIA | RIA to RIA | Sep 4, 2018 | Sep 23, 2018 |
| Jacob Scott Buckwalter | Whitcomb & Hess, Inc. other | Whitaker-Myers Wealth Managers, Ltd. independent RIA | Other | Mar 5, 2018 | Dec 17, 2020 (1018 d) |
| Ryan Timothy Gilmer | Whitcomb & Hess, Inc. other | Valmark Advisers, Inc. other | Other | Sep 16, 2016 | Sep 23, 2016 |
| Timothy James Rowsey | Whitcomb & Hess, Inc. other | Lighthouse Wealth Management, Inc. independent RIA | Other | Aug 11, 2011 | Jun 2, 2011 |
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5 moves match.