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 Hardwick Capital Management, 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.

AdvisorFromToTypeLeftRegistered
Garvis Kelby OwensHardwick Capital Management, LLC state registeredIpi Wealth Management, Inc. BD affiliatedOtherApr 21, 2020Apr 1, 2020
Scott Dale CarmonyHardwick Capital Management, LLC state registeredInvestment Advisors Corp otherOtherApr 6, 2010Mar 26, 2010
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2 moves match.