DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Hokin Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gabriella Tamayo | Hokin Investment Advisors Inc. state registered | Fisher Investments independent RIA | Other | Sep 6, 2023 | Oct 16, 2023 (40 d) |
| Joel P Mathews | Hokin Investment Advisors Inc. state registered | R. F. Lafferty & Co., Inc. independent RIA | Other | May 5, 2023 | Oct 30, 2024 (544 d) |
| Bradley James Price | Hokin Investment Advisors Inc. state registered | Moonstone Asset Management, Inc. state registered | Other | Dec 8, 2015 | Dec 9, 2015 |
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3 moves match.