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 Team Hewins, 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.

AdvisorFromToTypeLeftRegistered
Zachary Joseph RieraTeam Hewins, LLC independent RIAOsborne Partners independent RIARIA to RIAMar 2, 2026Mar 2, 2026
Elena SongTeam Hewins, LLC independent RIAPolaris Wealth Advisory Group independent RIARIA to RIAOct 2, 2023Oct 13, 2023
Christina Danielle Gann MunguiaTeam Hewins, LLC independent RIAVantage Wealth Management, LLC independent RIARIA to RIAOct 21, 2019Mar 11, 2021 (507 d)
Eric DonnerTeam Hewins, LLC independent RIAIndependent Financial Partners BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2019Jan 29, 2019
Xinyi Li CresciTeam Hewins, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 12, 2018Nov 13, 2018 (32 d)
Jedd Daniel NicolasTeam Hewins, LLC independent RIASignator Investors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2018Oct 17, 2018
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6 moves match.