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 Haverford Financial Services, 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.

AdvisorFromToTypeLeftRegistered
David Christopher PeppardHaverford Financial Services, Inc. asset managerBaldwin Investment Management, LLC independent RIAOtherFeb 24, 2026Mar 20, 2026
Christopher Huy NguyenHaverford Financial Services, Inc. asset managerPathstone independent RIAOtherNov 27, 2023Jun 3, 2025 (554 d)
Sara Alyssa TurnerHaverford Financial Services, Inc. asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherMar 3, 2020May 4, 2022 (792 d)
Eric Michael HildenbrandHaverford Financial Services, Inc. otherCoho Partners, Ltd. mixed wealthOtherDec 28, 2015Apr 3, 2019 (1192 d)
Sara Alyssa TurnerHaverford Financial Services, Inc. otherHoover Financial Advisors, Inc. otherOtherJan 23, 2015Mar 4, 2015 (40 d)
Alexander John HillHaverford Financial Services, Inc. otherWells Fargo Advisors wirehouseOtherDec 31, 2014Apr 20, 2016 (476 d)
Jason Douglas PrideHaverford Financial Services, Inc. otherGlenmede Investment Management, LP otherOtherNov 30, 2009Jan 11, 2010 (42 d)
Jonathan Darrell SmithHaverford Financial Services, Inc. otherHaverford Investment Management, Inc. unclassifiedOtherAug 21, 2008Mar 22, 2006
John Leroy BlairHaverford Financial Services, Inc. otherDaniels + Tansey, L.L.P. otherOtherAug 18, 2008Feb 13, 2009 (179 d)
Michael Anthony GalantinoHaverford Financial Services, Inc. otherPhiladelphia Partners Capital Management LLC otherOtherFeb 7, 2006Mar 30, 2006 (51 d)
Christopher Pennock HartHaverford Financial Services, Inc. otherCitigroup Global Markets Inc. otherOtherFeb 7, 2006Jan 17, 2007 (344 d)
Brian A. CatanellaHaverford Financial Services, Inc. otherUBS Financial Services Inc. wirehouseOtherSep 28, 2005Sep 5, 2012 (2534 d)
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12 moves match.