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 Hunter Associates 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
Jacob Robert CogleyHunter Associates LLC independent RIALineweaver Wealth Advisors independent RIARIA to RIASep 7, 2023Dec 22, 2023 (106 d)
Isabella Lauren BealeHunter Associates LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 22, 2022Jan 7, 2026 (1142 d)
Richard Robert EicheldingerHunter Associates LLC otherM&T Securities, Inc. unclassifiedOtherOct 11, 2017Feb 21, 2018 (133 d)
Christopher Reed NataliHunter Associates LLC otherRaymond James Financial Services Advisors, Inc otherOtherMar 25, 2014Mar 4, 2014
Won Son ErdmanHunter Associates LLC otherWaldron Private Wealth independent RIAOtherJan 14, 2014May 11, 2018 (1578 d)
Winfield Scott SmathersHunter Associates LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 10, 2013Jun 11, 2013
Kyle David BallietHunter Associates LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 10, 2013Jun 21, 2013
Michael Reading FosterHunter Associates LLC otherMbsc, LLC unclassifiedOtherNov 1, 2006Jun 20, 2003
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8 moves match.