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 Boston Hill Advisors, 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.

AdvisorFromToTypeLeftRegistered
Joseph William HayesBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
Marybeth R BreedBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
Ronald F SiggensBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 16, 2023
Bin ChenBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 9, 2023
Joseph J TrainorBoston Hill Advisors, LLC independent RIAMunicrest Investment Management Company, LLC otherOtherNov 2, 2023Jan 18, 2012
Michael EdwardsBoston Hill Advisors, LLC independent RIAMunicrest Investment Management Company, LLC otherOtherNov 2, 2023Jan 18, 2012
John HamBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Dec 19, 2023 (47 d)
Scott BrownBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Michael DaltonBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Stephen F CurranBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Eileen Splaine CurrieBoston Hill Advisors, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 2, 2023Aug 1, 2023
Michael Paul ClaveauBoston Hill Advisors, LLC independent RIAWingate Wealth Advisors, Inc. independent RIARIA to RIAJun 8, 2022Jun 8, 2022
Susan Elizabeth DansonBoston Hill Advisors, LLC independent RIANew Shore Financial LLC state registeredRIA to a state-registered adviserFeb 11, 2019Aug 14, 2019 (184 d)
Jordan Alan LetendreBoston Hill Advisors, LLC otherGrimes & Company otherOtherJul 7, 2014Jul 15, 2014
Christopher John BekelBoston Hill Advisors, LLC otherEast Coast Asset Management, LLC otherOtherJun 5, 2013Jul 15, 2014 (405 d)
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15 moves match.