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 H.M. Payson

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
Peter Eliot RobbinsH.M. Payson independent RIACorient independent RIARIA to RIAAug 26, 2026Aug 27, 2026
David Reed HinesH.M. Payson independent RIACorient independent RIARIA to RIAAug 26, 2026Aug 21, 2026
Thomas Madigan PierceH.M. Payson independent RIACorient independent RIARIA to RIAAug 26, 2026Aug 20, 2026
Daniel Michael LayH.M. Payson independent RIACorient independent RIARIA to RIAAug 21, 2026Aug 13, 2026
James Olver FlowerH.M. Payson independent RIACorient independent RIARIA to RIAAug 21, 2026Aug 17, 2026
Margaret C ReinfriedH.M. Payson independent RIACorient independent RIARIA to RIAAug 21, 2026Aug 18, 2026
John Severin BeliveauH.M. Payson independent RIACorient independent RIARIA to RIAAug 20, 2026Aug 14, 2026
Timothy P GriffinH.M. Payson independent RIACorient independent RIARIA to RIAAug 20, 2026Aug 26, 2026
John Clayton DowningH.M. Payson otherAdvisory Services Network otherOtherJan 30, 2013May 31, 2013 (121 d)
John Cleveland KnoxH.M. Payson otherAdvisory Services Network otherOtherJan 30, 2013May 29, 2013 (119 d)
William Oley HallH.M. Payson otherZephyr Management, L.P. otherOtherDec 31, 2002Mar 16, 2009 (2267 d)
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11 moves match.