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 Hillcrest Wealth Advisors - Ny, 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 |
|---|---|---|---|---|---|
| Thomas J. Birrittella | Hillcrest Wealth Advisors - Ny, LLC independent RIA | Wiss Private Client Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2021 | Jan 4, 2022 |
| Belinda Tsui | Hillcrest Wealth Advisors - Ny, LLC independent RIA | Heller Wealth Management independent RIA | RIA to RIA | May 16, 2019 | Oct 10, 2021 (878 d) |
| Avani Ramnani | Hillcrest Wealth Advisors - Ny, LLC other | Francis Financial independent RIA | Other | Apr 11, 2012 | Jul 23, 2021 (3390 d) |
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3 moves match.