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 Silverhawk Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Ashley Hadley | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 5, 2023 |
| Shanna Marie Templeton | Silverhawk Asset Management, LLC independent RIA | Ausdal Financial Partners, Inc. other | Other | Mar 19, 2024 | Jun 5, 2014 |
| Joseph John Laux | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 18, 2023 |
| Zachary Parker Green | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 18, 2023 |
| Rhiana Marlene Whitmire | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 19, 2023 |
| Nicholas Martin Fisher | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 18, 2023 |
| Paul Johnathan Mershon | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2024 | May 16, 2023 |
| Kaitlyn Marie Laney | Silverhawk Asset Management, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2023 | May 18, 2023 |
| Scott Matthew Rose | Silverhawk Asset Management, LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 31, 2019 | Jun 6, 2019 |
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9 moves match.