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 Hodges Capital Management 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.

AdvisorFromToTypeLeftRegistered
Callan Brooks HirscheyEquitable Advisors, LLC national BDHodges Capital Management Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJun 25, 2025Jul 7, 2025
Alan Drew EbrightFisher Investments independent RIAHodges Capital Management Inc mixed wealthRIA to RIAOct 1, 2020Feb 8, 2021 (130 d)
Steven Mitchell LaskaDgs Capital Management independent RIAHodges Capital Management Inc mixed wealthRIA to RIADec 31, 2019Nov 26, 2019
Robin LottClare Market Investments, LLC independent RIAHodges Capital Management Inc mixed wealthRIA to RIAApr 5, 2019Jun 26, 2019 (82 d)
Robert Leo KerchFirst Dallas Securities, Inc. otherHodges Capital Management Inc otherOtherNov 2, 2011Jun 8, 2009
Derek Rhett MaupinEdward Jones national BDHodges Capital Management Inc otherOtherMar 2, 2009Jun 5, 2013 (1556 d)
James Reginald DavisFirst Dallas Securities, Inc. otherHodges Capital Management Inc otherOtherJul 30, 2007Jan 3, 2007
Clark Brown HodgesUBS Financial Services Inc. wirehouseHodges Capital Management Inc otherOtherDec 2, 2002Mar 1, 2006 (1185 d)
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8 moves match.