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 Hoover Financial Advisors, 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
Peter Kent HooverHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 2, 2021
Peter Anthony ScilovatiHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 1, 2021
William Barrett MullinHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 1, 2021
John Martin GuidottiHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 1, 2021
Brian Joseph FisherHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 1, 2021
Gerald Dennis FaheyHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 1, 2021
Edward BraunHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 15, 2021
Connor Louis SmithHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Jul 15, 2021
David Francis LynchHoover Financial Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2021Sep 27, 2021 (81 d)
Robert Thomas DowdHoover Financial Advisors, Inc. independent RIATgs Financial Advisors independent RIARIA to RIAJul 8, 2021May 6, 2021
John L HeacockHoover Financial Advisors, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJan 31, 2020Feb 25, 2020
Timothy CurvanHoover Financial Advisors, Inc. independent RIAState Farm Investment Management Corp. asset managerOtherMar 8, 2018Nov 4, 2025 (2798 d)
Sara Alyssa TurnerHoover Financial Advisors, Inc. otherWhite Lighthouse Investment Management, Inc. otherOtherNov 2, 2016Jan 18, 2017 (77 d)
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13 moves match.