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 Hayden Harper Wealth Advisory, 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 |
|---|---|---|---|---|---|
| Lee Christopher Larson | Hayden Harper Wealth Advisory, LLC other | Cwa Asset Management Group other | Other | Jul 7, 2015 | Jul 8, 2015 |
| Stephen Paul Miller | Hayden Harper Wealth Advisory, LLC other | Forward Wealth Management, LLC state registered | Other | May 15, 2014 | May 12, 2014 |
| John Hampton Barnes | Hayden Harper Wealth Advisory, LLC other | Pendleton Street Advisors, LLC state registered | Other | Jun 24, 2013 | Jul 24, 2013 |
| Ernest William Ross | Hayden Harper Wealth Advisory, LLC other | Advisors Asset Management, Inc. other | Other | Sep 17, 2010 | Jun 20, 2011 (276 d) |
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4 moves match.