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 Hibernia Wealth Partners, 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
Michael Scott MartinHibernia Wealth Partners, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 26, 2025Jan 5, 2026
Andrew Robert SeaboughHibernia Wealth Partners, LLC independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankMar 7, 2025Mar 17, 2025
Elizabeth Clare Wolleben YoderHibernia Wealth Partners, LLC independent RIADependent Financial Planning state registeredRIA to a state-registered adviserOct 9, 2024Oct 16, 2024
John Albert WindhamHibernia Wealth Partners, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2024Jan 25, 2024
Ramona V BellardHibernia Wealth Partners, LLC independent RIAMeche And Associates LLC state registeredRIA to a state-registered adviserJan 10, 2024Dec 19, 2024 (344 d)
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5 moves match.