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 Henry + Horne 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Joshua Carlin | Henry + Horne Wealth Management independent RIA | Interocean Capital independent RIA | RIA to RIA | Jul 15, 2022 | Jul 12, 2022 |
| Charles Henry Goodmiller | Henry + Horne Wealth Management independent RIA | Baker Tilly Wealth Management, LLC mixed wealth | RIA to RIA | Jul 15, 2022 | Jan 11, 2023 (180 d) |
| Jeremy Allen Smith | Henry + Horne Wealth Management independent RIA | Baker Tilly Wealth Management, LLC mixed wealth | RIA to RIA | Jul 15, 2022 | Jan 10, 2023 (179 d) |
| Phillip Ray Mccollum | Henry + Horne Wealth Management independent RIA | Baker Tilly Wealth Management, LLC mixed wealth | RIA to RIA | Jul 15, 2022 | Jan 10, 2023 (179 d) |
| Shaunna Marie Zoeckler | Henry + Horne Wealth Management independent RIA | Interocean Capital independent RIA | RIA to RIA | Jun 29, 2022 | Aug 1, 2022 (33 d) |
| Drake Arlon Qualls | Henry + Horne Wealth Management independent RIA | Interocean Capital independent RIA | RIA to RIA | Jun 29, 2022 | Jul 25, 2022 |
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6 moves match.