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 Hoylecohen, LLC
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 |
|---|---|---|---|---|---|
| Kevin Dewey Hoyle | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 12, 2024 |
| Charles Dale Ebersole | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Colleen Rosamond Gepp | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Elisabeth Cullington | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Jan 28, 2026 (433 d) |
| Rachel Mae Luken | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 4, 2024 |
| Katherine Puntharik Siriwan | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Ty Alan Summerlin | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Peter William Mueller | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Brooke Elizabeth Warner | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Vanessa Hale Wieliczko | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Sheryl L Rayner | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 12, 2024 |
| Ismar Zildzic | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Jeremy Paul Kovacevich | Hoylecohen, LLC independent RIA | Kaiyo Wealth LLC independent RIA | RIA to RIA | Nov 21, 2024 | Jul 22, 2024 |
| James Patrick Cooney | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 5, 2024 |
| Kyle P Whisenhunt | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Lucas Wyatt Kulma | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Jacob Norman Biliack | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 17, 2024 |
| Chase Michael Campbell | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Janet Lynn Acheatel | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Derek Stephen Taddei | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 12, 2024 |
| April Nicole Schultz | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Brandon Michael Bol | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Vernon Issac Eberly | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Eric Clinton Davis | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 3, 2024 |
| Robert Thomas Carnegie | Hoylecohen, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Sep 6, 2024 |
| Jack Ryan O'Donnell | Hoylecohen, LLC independent RIA | Upstart Wealth Management, LLC independent RIA | RIA to RIA | Jan 24, 2022 | Jan 12, 2022 |
| Sheldon Michael Goldman | Hoylecohen, LLC other | Steelpeak Wealth, LLC other | Other | Nov 11, 2016 | Oct 14, 2016 |
| Bridget Venus Grimes | Hoylecohen, LLC other | Laurel Wealth Advisors, Inc. other | Other | Sep 29, 2016 | Sep 14, 2016 |
| David Allen Jackson | Hoylecohen, LLC other | Concert Wealth Management other | Other | Nov 16, 2013 | Oct 18, 2013 |
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29 moves match.