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 Hfg Wealth Management, 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
Jacob N. GuinnHfg Wealth Management, LLC independent RIAAlpha Capital Family Office, LLC independent RIARIA to RIAAug 7, 2026May 28, 2026
Scott Clifton FrancisHfg Wealth Management, LLC independent RIASwmg, LLC independent RIARIA to RIAAug 7, 2026Jun 5, 2026
Kevin Gregory BruceHfg Wealth Management, LLC independent RIAAlign Investment Research, LLC unclassifiedOtherNov 3, 2025Aug 20, 2024
Sterling Joseph GrayHfg Wealth Management, LLC independent RIAKeener Financial Planning independent RIARIA to RIAMay 9, 2023May 30, 2023
David Michael LeeHfg Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 20, 2023May 26, 2023 (36 d)
Robert E BudavichHfg Wealth Management, LLC independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2022Mar 6, 2023 (354 d)
Matthew Thomas HarveyHfg Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 21, 2021Feb 2, 2022 (43 d)
George MusselmanHfg Wealth Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 16, 2020Oct 21, 2020
Jason Eric StepanikHfg Wealth Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 18, 2020Sep 3, 2020
Robert Barclift BordenHfg Wealth Management, LLC independent RIABellatore Financial, Inc. independent RIARIA to RIASep 18, 2020Jan 3, 2019
Cameron Michael CapriottiHfg Wealth Management, LLC independent RIALegacy Chief Financial Office, LLC independent RIARIA to RIAMar 18, 2019Apr 2, 2019
Danielle La Nise FrazierHfg Wealth Management, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 9, 2018Nov 1, 2018
Kevin Gregory BruceHfg Wealth Management, LLC otherBellatore Financial, Inc. independent RIAOtherMar 9, 2018Jul 5, 2018 (118 d)
Donnie James CarpenterHfg Wealth Management, LLC otherFirst Move Financial, LLC state registeredOtherSep 8, 2017Oct 24, 2017 (46 d)
Jordan Scott NightingaleHfg Wealth Management, LLC otherWj Interests, LLC otherOtherApr 20, 2016Jul 7, 2016 (78 d)
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15 moves match.