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 Horizon Wealth Management

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.

AdvisorFromToTypeLeftRegistered
John Ross CrawfordHorizon Wealth Management independent RIACopperwood Financial independent RIARIA to RIAFeb 4, 2025Feb 3, 2025
Matthew J ArhontasHorizon Wealth Management independent RIALPL Financial LLC independent RIARIA to RIAAug 23, 2022Jun 30, 2022
Robert A BuoyHorizon Wealth Management independent RIALPL Financial LLC independent RIARIA to RIAAug 23, 2022Jun 30, 2022
Kaitlin Marie HylandHorizon Wealth Management independent RIACresset Asset Management, LLC independent RIARIA to RIAAug 22, 2022Aug 26, 2022
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4 moves match.