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 Hcr Wealth Advisors

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
Stacey PanenhanouvongValidus Capital LLC independent RIAHcr Wealth Advisors independent RIARIA to RIAJun 5, 2024Jun 6, 2024
Jordan Lindsay KahnAscendant Capital Management, LLC asset managerHcr Wealth Advisors independent RIAOtherMay 24, 2023Feb 25, 2019
Elizabeth McquadeAscensus Investment Advisors, LLC institutionalHcr Wealth Advisors independent RIAOtherMay 19, 2023Dec 5, 2023 (200 d)
Steven Jeff CampeasWomack Wealth Management, Inc. independent RIAHcr Wealth Advisors independent RIARIA to RIADec 8, 2020May 28, 2021 (171 d)
Simon Chung-Yee LiuPacific Financial Strategies, Inc otherHcr Wealth Advisors otherOtherApr 14, 2016Aug 8, 2016 (116 d)
Carl David AschenbrennerComposition Wealth, LLC otherHcr Wealth Advisors otherOtherMar 16, 2015Apr 15, 2015
Shawn Stauffer LandisAmeriprise Financial Services, LLC national BDHcr Wealth Advisors otherOtherAug 21, 2014Oct 16, 2014 (56 d)
Michelle Nicole KatzenUBS Financial Services Inc. wirehouseHcr Wealth Advisors otherOtherMay 13, 2009Aug 17, 2017 (3018 d)
Gregory Sandor HellerOsaic Wealth, Inc. otherHcr Wealth Advisors otherOtherJul 25, 2002Jan 16, 2007 (1636 d)
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9 moves match.