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 Welch Hornsby, Inc.
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 |
|---|---|---|---|---|---|
| Harvey Atwood Hutchinson | Kinsight, LLC other | Welch Hornsby, Inc. independent RIA | Other | Aug 28, 2012 | Aug 2, 2018 (2165 d) |
| Brandy Ballard Hydrick | Kinsight, LLC other | Welch Hornsby, Inc. other | Other | Feb 23, 2009 | Jan 24, 2014 (1796 d) |
| Donald F Lutomski | Kinsight, LLC other | Welch Hornsby, Inc. other | Other | Jul 3, 2008 | Aug 12, 2008 (40 d) |
| John P Maloney | Kinsight, LLC other | Welch Hornsby, Inc. other | Other | Jan 31, 2007 | Jan 31, 2007 |
| James Wilkerson Underwood | Highland Associates Inc other | Welch Hornsby, Inc. other | Other | Jun 27, 2006 | Jul 27, 2006 |
Page 1 of 1
5 moves match.