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 Hub International Investment Advisory Services 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 |
|---|---|---|---|---|---|
| Elisabeth M Mays | Hub International Investment Advisory Services Inc. institutional | Sheridan Road Advisors, LLC, A Hub International Company institutional | Other | Mar 31, 2022 | Sep 16, 2019 |
| Janine Jefferson Moore | Hub International Investment Advisory Services Inc. institutional | Global Retirement Partners LLC institutional | Other | Mar 31, 2022 | Jan 4, 2021 |
| Darrell Wayne Ellisor | Hub International Investment Advisory Services Inc. institutional | Global Retirement Partners LLC institutional | Other | Mar 31, 2022 | Jan 4, 2021 |
| Joseph James Conzelman | Hub International Investment Advisory Services Inc. institutional | Global Retirement Partners LLC institutional | Other | Mar 31, 2022 | Jan 4, 2021 |
| Patrick James Vasicovschi | Hub International Investment Advisory Services Inc. institutional | Empower Advisory Group, LLC other | Other | Jun 4, 2021 | Jun 21, 2021 |
| Timothy Christopher Thurston | Hub International Investment Advisory Services Inc. institutional | Balefire, LLC mixed wealth | Other | Apr 5, 2019 | Jul 8, 2019 (94 d) |
Page 1 of 1
6 moves match.