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 J. Hagan Capital, 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 |
|---|---|---|---|---|---|
| Chase M Rosche | J. Hagan Capital, Inc. independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2026 | Dec 3, 2025 |
| Patrick John Volk | J. Hagan Capital, Inc. independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Feb 21, 2022 | Feb 23, 2022 |
| Adam Joseph Osborn | J. Hagan Capital, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jun 30, 2021 | Sep 15, 2025 (1538 d) |
| Marcus George Warren | J. Hagan Capital, Inc. independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Aug 13, 2018 | Sep 21, 2018 (39 d) |
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4 moves match.