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 Hansen & Associates Financial Group 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 |
|---|---|---|---|---|---|
| Steven Robert Larsen | Hansen & Associates Financial Group Inc. independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Oct 11, 2024 | Oct 24, 2024 |
| Tracy Owen Tamura | Hansen & Associates Financial Group Inc. independent RIA | Liberty Wealth Management, LLC independent RIA | RIA to RIA | Jul 15, 2024 | Jul 23, 2024 |
| Louay Antoine Elhadj | Hansen & Associates Financial Group Inc. independent RIA | Dunhill & Company, LLC state registered | RIA to a state-registered adviser | Nov 28, 2017 | Oct 18, 2017 |
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3 moves match.