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 The H Group, 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 |
|---|---|---|---|---|---|
| David Luther Hogans | Intelligent Investing Incorporated unclassified | The H Group, Inc. independent RIA | Other | Jul 1, 2025 | Jul 16, 2025 |
| Rodney Arthur Cook | Valmark Advisers, Inc. BD affiliated | The H Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | May 30, 2025 (51 d) |
| Douglas Eugene Lindsey | Mgm LLC independent RIA | The H Group, Inc. independent RIA | RIA to RIA | Jun 11, 2024 | Jun 29, 2023 |
| Michael Ray Albillar | Mgm LLC independent RIA | The H Group, Inc. independent RIA | RIA to RIA | Jun 11, 2024 | Jun 29, 2023 |
| Mikki Ellen Burdine | Mgm LLC independent RIA | The H Group, Inc. independent RIA | RIA to RIA | Jun 11, 2024 | Sep 30, 2025 (476 d) |
| Scott Denis Abrahamson | Kms Financial Services, Inc BD affiliated | The H Group, Inc. other | Other | Oct 30, 2020 | Dec 21, 2016 |
| James Bradford Hurley | Cetera Advisor Networks LLC other | The H Group, Inc. other | Other | Aug 9, 2016 | Sep 28, 2006 |
| Katherine Mary Keppel | Journeytree Financial Advisors unclassified | The H Group, Inc. other | Other | Dec 16, 2015 | Jan 4, 2016 |
| Jessica Diane Tierney | Northwest Capital Management Inc. other | The H Group, Inc. independent RIA | Other | Sep 8, 2014 | May 18, 2018 (1348 d) |
| Justin Chade Waller | Ameriprise Financial Services, LLC national BD | The H Group, Inc. other | Other | Aug 11, 2009 | Aug 24, 2009 |
| Suping Yang | Insphere Securities, Inc. unclassified | The H Group, Inc. other | Other | Dec 31, 2008 | Jan 13, 2009 |
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11 moves match.