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 Hickory Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Charles Entringer | Hickory Asset Management, Inc. independent RIA | Ritter Daniher Financial Advisory LLC independent RIA | RIA to RIA | Oct 1, 2025 | Sep 14, 2025 |
| Ryan Robert Robaugh | Hickory Asset Management, Inc. independent RIA | Ritter Daniher Financial Advisory LLC independent RIA | RIA to RIA | Oct 1, 2025 | Sep 14, 2025 |
| Richard Ahrens | Hickory Asset Management, Inc. other | Strategic Wealth Partners, Ltd. other | Other | Oct 23, 2014 | May 19, 2015 (208 d) |
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3 moves match.