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 Hillman 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anthony Henry Cortina | Wolf Group Capital Advisors independent RIA | Hillman Capital Management Inc mixed wealth | RIA to RIA | Sep 12, 2023 | Jun 11, 2024 (273 d) |
| Peter William Beebe | Amg Distributors, Inc. unclassified | Hillman Capital Management Inc mixed wealth | Other | Mar 17, 2009 | Sep 16, 2021 (4566 d) |
| Robert Joseph Basil Kotler | Bb&T Investment Services, Inc. no RAUM | Hillman Capital Management Inc other | Other | Feb 23, 2007 | Mar 23, 2007 |
| Peter Dominic Demartino | Strategic Advisers LLC national BD | Hillman Capital Management Inc other | Other | Mar 1, 2004 | Mar 29, 2006 (758 d) |
Page 1 of 1
4 moves match.