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 Hapanowicz Financial

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
Nicholas KerrHapanowicz Financial independent RIACorient independent RIARIA to RIAApr 24, 2026Apr 21, 2026
Andrew Scott BarnesHapanowicz Financial independent RIAChildfree Wealth independent RIARIA to RIAApr 24, 2025May 6, 2025
Bernard Elwood CarterHapanowicz Financial independent RIAFragasso Financial Advisors independent RIARIA to RIAJan 29, 2025Jun 24, 2025 (146 d)
Michael Arthur DivensHapanowicz Financial independent RIASchneider Downs Wealth Management Advisors, LP independent RIARIA to RIAAug 3, 2022Sep 20, 2022 (48 d)
Carey A DroznekHapanowicz Financial otherWaddell & Reed otherOtherOct 9, 2014Oct 13, 2014
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5 moves match.