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 Hahn Financial Services, 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
Andrew Glen HahnHahn Financial Services, LLC state registeredGlobal Financial Private Capital, Inc. BD affiliatedOtherNov 9, 2018Dec 21, 2018 (42 d)
Andrew Glen HahnHahn Financial Services, LLC state registeredMadison Avenue Advisors, Inc. unclassifiedOtherDec 31, 2013Oct 16, 2008
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2 moves match.