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

Arrivals at Hornor, Townsend & Kent, 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
Amalfis E SepulvedaAmeriprise Financial Services, LLC national BDHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2024Jun 30, 2025 (293 d)
Jonathan Andrew RainsNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherAug 19, 2024Jul 2, 2024
Shawn McgoveranEquitable Advisors, LLC national BDHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 1, 2024Aug 9, 2024
Stephen Neal KarpOsaic Wealth, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 16, 2024Jul 11, 2024
Bryce HefnerNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherJul 11, 2024Jul 2, 2024
Rory Patrick FahertyEquitable Advisors, LLC national BDHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2024Jul 17, 2024
Jordan Raul FoeMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 21, 2024Aug 22, 2024 (62 d)
Karolyn Joy WotringNorthwestern Mutual Investment Services,LLC no RAUMHornor, Townsend & Kent, LLC BD affiliatedOtherJun 7, 2024Jan 8, 2025 (215 d)
Spencer PhillipsPark Avenue Securities LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 5, 2024Jun 20, 2024
Steven DolanPark Avenue Securities LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2024Jun 13, 2024
Kristy HillukkaThrivent Investment Management Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 28, 2024May 29, 2024
Robert Paul WilsonPark Avenue Securities LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 21, 2024May 20, 2024
Jeffrey Alan DuncanTriumph Wealth Advisors, Inc. independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 20, 2024May 20, 2024
Elizabeth Janine KassenLPL Financial LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 10, 2024Apr 24, 2024
Charles Abraham ChomaliEquitable Advisors, LLC national BDHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 8, 2024Jun 7, 2024
Troy Arlington BarrowFederal Prep independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 6, 2024Jul 3, 2024 (58 d)
Drew HarshawTruist Advisory Services, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 3, 2024May 6, 2024
Jeffery Keith BelzeskiMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 25, 2024Jul 26, 2024 (92 d)
Micah Tiensung WeiOsaic Wealth, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2024Jul 2, 2024 (70 d)
Kyle Alan RuiterTransamerica Financial Advisors, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 19, 2024Apr 11, 2024
Aaron Wesley HowardDelphi Wealth Partners state registeredHornor, Townsend & Kent, LLC BD affiliatedOtherMar 25, 2024Jan 25, 2024
Anthony CondePrincipal Securities, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 11, 2024Mar 18, 2024
Mirmehdi HussainMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2024Apr 26, 2024 (81 d)
Kendra GrayLPL Financial LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 26, 2024Jan 23, 2024
Allen KellerG. A. Repple & Company BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 23, 2024Jan 24, 2024
Gregory James KallusCalderwood Financial Strategies, Inc. institutionalHornor, Townsend & Kent, LLC BD affiliatedOtherJan 11, 2024Mar 20, 2024 (69 d)
Philip Chukwuezugo OnochieTransamerica Financial Advisors, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Mar 11, 2025 (436 d)
Douglas Henderson FryeBrookstone Capital Management LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 17, 2023Nov 20, 2023
Kaylynne Elise WillisValic Financial Advisors, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 16, 2023Oct 3, 2023
Ashok Hiralal SanghaviRetirement Income Management, Inc. unclassifiedHornor, Townsend & Kent, LLC BD affiliatedOtherNov 3, 2023Nov 1, 2023
Timothy SchumacherCambridge Investment Research Advisors, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2023Oct 16, 2023
Micheal James FosterValic Financial Advisors, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Dec 7, 2023 (37 d)
Leah Grace WilliamsEagle Strategies LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Nov 10, 2023
David Earl HartleyValic Financial Advisors, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2023Oct 5, 2023
Alan Scott BarrierOsaic Wealth, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 26, 2023Sep 5, 2023
Kenneth Roger LakePark Avenue Securities LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 15, 2023Sep 5, 2023
Pegge Ann BarrierOsaic Wealth, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Sep 5, 2023
Matthew BlackAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2023Nov 22, 2023 (83 d)
Larry Dale RobyBrookstone Capital Management LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2023Aug 16, 2023
David Eric GlobkeBrookstone Capital Management LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2023Aug 30, 2023
Melody Joy PinkstonBrookstone Capital Management LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2023Aug 30, 2023
Kristopher OlsenLPL Financial LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2023Aug 7, 2023
Daniel John WilsonMain Street Investors, LLC state registeredHornor, Townsend & Kent, LLC BD affiliatedOtherAug 7, 2023Jan 1, 2025 (513 d)
Franklin Mauricio Canales NavasAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2023Aug 23, 2023
John Donald StoverAlphastar Capital Management independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 2, 2023Aug 2, 2023
Mustaque Haider ChoudhuryOneamerica Securities, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 21, 2023Aug 1, 2023
Joseph V GuevaraMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2023Jan 8, 2025 (539 d)
Cliff S DuesterMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2023Jul 12, 2023
Christopher Michael DaveyExcel Wealth Management, LLC institutionalHornor, Townsend & Kent, LLC BD affiliatedOtherJul 11, 2023Jan 30, 2024 (203 d)
Janssen Gray BreedenMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 10, 2023Jul 11, 2023
Paul BednarczykAmeriprise Financial Services, LLC national BDHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2023Jan 29, 2024 (216 d)
Ben Jeffrey HamblenMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2023Jun 30, 2023
Timothy Ryan HallCwm, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 6, 2023Jan 7, 2025 (581 d)
Roman InochovskyModern Capital Advisors, LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 22, 2023May 3, 2023
Isaac Mark CritchlowMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2023May 18, 2023
Jhereg FillmoreMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 19, 2023Dec 19, 2023 (214 d)
Darcy Campbell RidgeVineyard Financial Partners unclassifiedHornor, Townsend & Kent, LLC BD affiliatedOtherMay 2, 2023May 2, 2023
Olivia BrownStrategic Advocates, LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2023May 17, 2023
Anthony Joseph D'AngeloTlg Advisors, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 10, 2023Apr 6, 2023
Bradley Patrick KonawalikMML Investors Services, LLC BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2023Mar 23, 2023
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639 moves match.