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 Hayden Royal
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 |
|---|---|---|---|---|---|
| Louis David Dworsky | Hayden Royal independent RIA | Zermatt Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Dec 12, 2021 |
| Michelle L Cavallero | Hayden Royal independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Mar 31, 2022 | Feb 16, 2022 |
| Matthew Thomas Nadeau | Hayden Royal independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Mar 31, 2022 | Feb 16, 2022 |
| Randy G Kolenda | Hayden Royal independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Mar 31, 2022 | Feb 17, 2022 |
| Gary G Garcia | Hayden Royal independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Feb 25, 2022 | Jan 31, 2022 |
| Daniel Leroy Taylor | Hayden Royal independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Feb 25, 2022 | Jan 31, 2022 |
| Joseph Frank Darpel | Hayden Royal independent RIA | Oliver Wealth Management no RAUM | RIA to a newly registered adviser | Dec 6, 2021 | Sep 11, 2021 |
| Brandon Christopher Oliver | Hayden Royal independent RIA | Oliver Wealth Management independent RIA | RIA to RIA | Dec 6, 2021 | May 3, 2023 (513 d) |
| Brian Scott Langley | Hayden Royal independent RIA | Langley Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2021 | Aug 23, 2021 |
| Zeb Samuel Taylor | Hayden Royal independent RIA | Langley Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Aug 24, 2021 | Aug 24, 2021 |
| Michael Lee Hudson | Hayden Royal independent RIA | Zermatt Wealth Partners independent RIA | RIA to RIA | Jul 19, 2021 | Jul 20, 2021 |
| Brian Patrick Fleming | Hayden Royal independent RIA | Zermatt Wealth Partners independent RIA | RIA to RIA | Jul 19, 2021 | Jul 20, 2021 |
| Maureen Therese Henry | Hayden Royal independent RIA | Carolinas Wealth Consulting LLC independent RIA | RIA to RIA | Apr 14, 2021 | May 28, 2021 (44 d) |
| Edison F Parker Jr. | Hayden Royal independent RIA | Acropolis Partners, LLC state registered | RIA to a state-registered adviser | Apr 7, 2021 | Apr 6, 2021 |
| Daniel Davis Parker | Hayden Royal independent RIA | Acropolis Partners, LLC state registered | RIA to a state-registered adviser | Apr 7, 2021 | Apr 6, 2021 |
| Heath Justin Harris | Hayden Royal independent RIA | Oliver Wealth Management no RAUM | RIA to a newly registered adviser | Feb 26, 2021 | Sep 13, 2021 (199 d) |
| Ryan A Maglio | Hayden Royal independent RIA | Capital One Investing, Inc. independent RIA | RIA to RIA | Jan 6, 2021 | Mar 9, 2021 (62 d) |
| Jason Jensen | Hayden Royal independent RIA | Juncture Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Dec 22, 2020 | Oct 2, 2020 |
| Andrea Louise Swope | Hayden Royal independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2020 | Aug 18, 2020 |
| Sarah Margaret Westbrook | Hayden Royal independent RIA | Captrust institutional | Other | Feb 19, 2020 | Jan 29, 2020 |
| Tami Lynne Aloisa | Hayden Royal independent RIA | Oneseven independent RIA | RIA to RIA | Nov 12, 2019 | May 4, 2020 (174 d) |
| John Weaver Young | Hayden Royal independent RIA | Red Oak Capital Management, Inc. independent RIA | RIA to RIA | Nov 1, 2019 | Nov 1, 2019 |
| Jon E Gauthier | Hayden Royal independent RIA | Jhh Wealth, LLC independent RIA | RIA to RIA | Sep 4, 2019 | Sep 6, 2019 |
| William Wallace Chamberlain | Hayden Royal independent RIA | Chronos Wealth Management, L.L.C. independent RIA | RIA to RIA | Apr 30, 2019 | Feb 12, 2019 |
| Judson Harris Gee | Hayden Royal independent RIA | Kingswood Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 7, 2019 | Feb 7, 2019 |
| Philip Herbert Ellis | Hayden Royal independent RIA | Red Oak Capital Management, Inc. independent RIA | RIA to RIA | Jan 28, 2019 | Mar 25, 2019 (56 d) |
| Bruce Brenner Wood | Hayden Royal independent RIA | Hilton Head Capital Partners, LLC independent RIA | RIA to RIA | Jan 22, 2019 | Jan 22, 2019 |
| Philip Arthur Gleason | Hayden Royal independent RIA | Red Oak Capital Management, Inc. no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Jan 8, 2019 |
| William David Berger | Hayden Royal independent RIA | White Oak Wealth Management no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Jan 3, 2019 |
| Douglas Hart Birnie | Hayden Royal independent RIA | White Oak Wealth Management no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Jan 3, 2019 |
| Christopher David Delarme | Hayden Royal independent RIA | Red Oak Capital Management, Inc. independent RIA | RIA to RIA | Jan 4, 2019 | Feb 26, 2019 (53 d) |
| John Mccreary Susin | Hayden Royal independent RIA | Red Oak Capital Management, Inc. no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Oct 20, 2018 |
| Kim Dyson | Hayden Royal independent RIA | Red Oak Capital Management, Inc. independent RIA | RIA to RIA | Jan 4, 2019 | Feb 26, 2019 (53 d) |
| Nick Moylan | Hayden Royal independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jan 4, 2019 | Oct 25, 2018 |
| James Albert Sexton | Hayden Royal independent RIA | White Oak Wealth Management no RAUM | RIA to a newly registered adviser | Jan 4, 2019 | Jan 3, 2019 |
| Michael Hakerem | Hayden Royal independent RIA | Eudaimonia Partners, LLC independent RIA | RIA to RIA | Oct 4, 2018 | Nov 16, 2018 (43 d) |
| Richard Cavanagh Mcelroy | Hayden Royal independent RIA | Eudaimonia Partners, LLC independent RIA | RIA to RIA | Oct 4, 2018 | Oct 31, 2018 |
| Gregory Scott Young | Hayden Royal independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jul 11, 2018 | Jan 1, 2025 (2366 d) |
| Kevin M Lyons | Hayden Royal independent RIA | Generations Wealth Planning LLC no RAUM | RIA to a newly registered adviser | Jul 11, 2018 | Apr 23, 2018 |
| Michael J Norris | Hayden Royal independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jul 11, 2018 | Jul 6, 2018 |
| Robert Emmett Lyons | Hayden Royal independent RIA | Generations Wealth Planning LLC no RAUM | RIA to a newly registered adviser | Jul 10, 2018 | Apr 25, 2018 |
| Mitchell Howard Hirsch | Hayden Royal independent RIA | Oneseven independent RIA | RIA to RIA | Jul 10, 2018 | Jun 15, 2018 |
| Louise Lorraine Wallace | Hayden Royal independent RIA | International Assets Investment Management, LLC other | Other | Jul 10, 2018 | Aug 28, 2017 |
| Kenneth Phillip Arnold | Hayden Royal independent RIA | Oneseven independent RIA | RIA to RIA | Jul 10, 2018 | Jun 15, 2018 |
| Joshua D Bradley | Hayden Royal independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jul 10, 2018 | Aug 13, 2018 (34 d) |
| Tyrone V Ross | Hayden Royal independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Jul 10, 2018 | Jun 19, 2018 |
| Alvin Lartigue Castro | Hayden Royal independent RIA | Noblebridge Wealth independent RIA | RIA to RIA | Jul 10, 2018 | Sep 12, 2018 (64 d) |
| Stuart Alan Rainer | Hayden Royal independent RIA | Avenir Private Advisors, LLC independent RIA | RIA to RIA | Jun 28, 2018 | Oct 15, 2019 (474 d) |
| Samuel Sylvanus Mcninch | Hayden Royal independent RIA | Kestra Advisory Services, LLC other | Other | Jun 19, 2018 | Apr 29, 2016 |
| Craig Daniel Price | Hayden Royal independent RIA | Capitalrock Financial, LLC independent RIA | RIA to RIA | Jun 5, 2018 | Jul 2, 2018 |
| Dale Joseph Boettcher | Hayden Royal independent RIA | Harmony Asset Management LLC independent RIA | RIA to RIA | Jun 4, 2018 | Apr 13, 2018 |
| William James Chapman | Hayden Royal independent RIA | Victrix Investment Advisors independent RIA | RIA to RIA | Jun 4, 2018 | Mar 28, 2018 |
| Kenneth K Jobson | Hayden Royal independent RIA | Harmony Asset Management LLC independent RIA | RIA to RIA | Jun 4, 2018 | Jan 10, 2020 (585 d) |
| Clinton David Martin | Hayden Royal independent RIA | Capital Square, LLC independent RIA | RIA to RIA | Apr 24, 2018 | Apr 9, 2018 |
| Robert David Schaff | Hayden Royal independent RIA | Odyssey Alliance Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 19, 2018 | Apr 9, 2018 (80 d) |
| Thomas Guy Fox | Hayden Royal other | Waterstreet Asset Management LLC state registered | Other | Oct 20, 2017 | Sep 8, 2017 |
| Airis Alexander Abolins | Hayden Royal other | First Oak Wealth Management, LLC independent RIA | Other | Jun 20, 2017 | Jun 21, 2017 |
| John Robert Joyce | Hayden Royal other | Securities America Advisors, Inc. other | Other | Jun 5, 2017 | Jun 6, 2017 |
| Ryan Paul Thomsen | Hayden Royal other | First Oak Wealth Management, LLC independent RIA | Other | May 3, 2017 | May 3, 2017 |
| Nathaniel Edman Siens | Hayden Royal other | First Command Advisory Services other | Other | Feb 2, 2017 | Apr 17, 2017 (74 d) |
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63 moves match.