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 Hill Investment Group
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 |
|---|---|---|---|---|---|
| Matthew G Luzecky | Hill Investment Group independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 9, 2025 |
| Jacob T Brydels | Hill Investment Group independent RIA | Wheelhouse Advisory Group, LLC independent RIA | RIA to RIA | Sep 18, 2024 | Oct 29, 2024 (41 d) |
| John Reagan | Hill Investment Group independent RIA | M Holdings Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2024 | Aug 19, 2024 (143 d) |
| Britt Megan Myszka | Hill Investment Group independent RIA | Envision Financial Planning, LLC independent RIA | RIA to RIA | Jun 29, 2023 | Jul 28, 2023 |
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4 moves match.