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 Horizon 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Melissa Gambill Day | Horizon Financial Services, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Apr 21, 2023 | Jun 15, 2023 (55 d) |
| Stephan Todd Day | Horizon Financial Services, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Feb 10, 2021 | Feb 6, 2023 (726 d) |
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2 moves match.