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 Hotaling Investment 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
Bruce T HotalingHotaling Investment Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAApr 28, 2023Apr 21, 2023
Colton Inglis GrowneyHotaling Investment Management, LLC independent RIAGyl Financial Synergies, LLC independent RIARIA to RIAApr 28, 2023Apr 28, 2023
Gretchen ReganHotaling Investment Management, LLC independent RIAMill Creek Capital Advisors, LLC independent RIARIA to RIAApr 14, 2021Dec 1, 2022 (596 d)
Patricia Markell MchughHotaling Investment Management, LLC independent RIABarnstone Advisors LLC independent RIARIA to RIAMar 19, 2021Mar 26, 2021
Matthew James MulhollandHotaling Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankJan 29, 2019Jun 25, 2025 (2339 d)
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5 moves match.