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 Hill Investment Group
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 |
|---|---|---|---|---|---|
| Henry Stanton Bragg | Hill Investment Group independent RIA | Henry Bragg & Co. no RAUM | RIA to a newly registered adviser | Oct 22, 2020 | Nov 25, 2020 (34 d) |
| Jared Michael Machen | Hill Investment Group independent RIA | Brownlee Wealth Management mixed wealth | RIA to RIA | Jul 19, 2019 | Oct 14, 2020 (453 d) |
| Jeffrey Robert Snodgrass | Hill Investment Group other | Mindful Wealth state registered | Other | May 27, 2016 | Jul 18, 2016 (52 d) |
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3 moves match.