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 Hogantaylor Wealth
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 |
|---|---|---|---|---|---|
| Adam James Leavitt | Hogantaylor Wealth independent RIA | Castlepoint Wealth Advisors independent RIA | RIA to RIA | May 10, 2023 | May 3, 2023 |
| Jeffrey R Small | Hogantaylor Wealth other | Taylor Stephens, Inc. other | Other | Aug 25, 2017 | Sep 6, 2017 |
| Joanna Christine Jadlow | Hogantaylor Wealth other | Rgt Wealth Advisors other | Other | Dec 6, 2005 | Feb 20, 2015 (3363 d) |
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3 moves match.