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 Hamilton Capital

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
Aaron Brandon AdkinsMeeder Advisory Services, Inc. independent RIAHamilton Capital independent RIARIA to RIAAug 4, 2025Mar 2, 2026 (210 d)
Jacob Anthony JohnsGerber, LLC independent RIAHamilton Capital independent RIARIA to RIASep 24, 2024Oct 14, 2024
Christopher Stephen KimmetOrigin Investment Advisory LLC independent RIAHamilton Capital independent RIARIA to RIAJun 21, 2024Jun 27, 2024
Patrick Joseph FinneranTricord Wealth Advisors state registeredHamilton Capital otherOtherMar 21, 2024Jul 8, 2015
Patrick Shi-Fan HuangSource Financial Advisors, LLC independent RIAHamilton Capital independent RIARIA to RIAFeb 22, 2024Mar 18, 2024
Genevieve Elizabeth GeorgeBallentine Partners independent RIAHamilton Capital independent RIARIA to RIAOct 13, 2023Nov 27, 2023 (45 d)
Andrew SchroederStifel, Nicolaus & Company, Incorporated national BDHamilton Capital independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2023Mar 14, 2023
Mareion Andre RoysterRaymond James Financial Services Advisors, Inc BD affiliatedHamilton Capital independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2022May 31, 2022 (33 d)
Christopher ArcherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHamilton Capital independent RIAWirehouse to independent RIAMar 21, 2022Aug 22, 2023 (519 d)
Jeremy Thomas DunlopBdo Wealth Advisors, LLC independent RIAHamilton Capital independent RIARIA to RIAFeb 2, 2022Apr 8, 2022 (65 d)
Nicholas S FisherWealthbridge Capital Management, LLC independent RIAHamilton Capital independent RIARIA to RIAJul 19, 2021Jul 23, 2021
Rachel RoherNationwide Investment Advisors, LLC BD affiliatedHamilton Capital independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2020Sep 15, 2020 (46 d)
Elias James CaleshuWealthstone Advisors independent RIAHamilton Capital independent RIARIA to RIAAug 16, 2019Aug 26, 2019
Philip Carl ShafferHalite Partners, LLC institutionalHamilton Capital independent RIAOtherDec 31, 2018Nov 27, 2018
Joshua Ryan ShafferHalite Partners, LLC institutionalHamilton Capital independent RIAOtherNov 21, 2018Dec 4, 2018
Britton CottonHalite Partners, LLC institutionalHamilton Capital independent RIAOtherNov 21, 2018Dec 14, 2018
Erin Lynea WittmannSfg Investment Advisors, Inc. otherHamilton Capital otherOtherJul 6, 2016Nov 9, 2016 (126 d)
Carrie Ann ThompsonSteele Investment Counsel, Ltd. otherHamilton Capital otherOtherJun 24, 2016Jun 28, 2016
Gregory Alan SmithWealthstone Advisors otherHamilton Capital otherOtherApr 7, 2016Apr 18, 2016
John Ryan ChambersNationwide Securities, LLC no RAUMHamilton Capital otherOtherJul 17, 2015Jul 30, 2015
Andrew James LehmanEdelman Financial Services, LLC otherHamilton Capital otherOtherMay 19, 2015Jun 17, 2015
Adria Marie RosebrockThrivent Investment Management Inc. otherHamilton Capital otherOtherJun 20, 2014Jul 22, 2014 (32 d)
Sean A EdwardsNorthwestern Mutual Investment Services,LLC otherHamilton Capital otherOtherSep 26, 2013Nov 14, 2013 (49 d)
Lori Lynn EiselFairfield Investments And Wealth Management, LLC unclassifiedHamilton Capital otherOtherApr 3, 2012Dec 14, 2011
James Andrew RogersWealthstone Advisors otherHamilton Capital otherOtherMar 4, 2011Apr 13, 2011 (40 d)
Shengde LiuNationwide Investment Advisors, LLC otherHamilton Capital otherOtherMar 3, 2008Jun 22, 2012 (1572 d)
Kathleen Mary HedgesCitigroup Global Markets Inc. otherHamilton Capital otherOtherJan 10, 2008Apr 20, 2011 (1196 d)
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27 moves match.