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 Human Interest Advisors LLC
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 |
|---|---|---|---|---|---|
| Tyler Drew Wall | Human Interest Advisors LLC independent RIA | Nationwide Investment Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2023 | Jan 26, 2024 (177 d) |
| Azul Fernando Galvez | Human Interest Advisors LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2023 | Feb 21, 2024 (204 d) |
Page 1 of 1
2 moves match.