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 Hd Money, Inc.

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
Patrick T QuigleyHd Money, Inc. independent RIAMdrn Capital independent RIARIA to RIAJan 13, 2025May 6, 2025 (113 d)
Christopher Michael BostickHd Money, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankFeb 3, 2022Apr 22, 2022 (78 d)
Peter Anthony EmmanuelHd Money, Inc. independent RIAJaffe Tilchin Investment Partners, LLC otherOtherJan 12, 2017Dec 23, 2016
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3 moves match.