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 Heritage Investors Management Corp
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 |
|---|---|---|---|---|---|
| Craig L Lukin | Roumell Asset Management, LLC other | Heritage Investors Management Corp independent RIA | Other | Dec 6, 2024 | Jan 21, 2025 (46 d) |
| Scott B Wilson | Harbour Capital Advisors, LLC independent RIA | Heritage Investors Management Corp independent RIA | RIA to RIA | Aug 29, 2023 | Sep 4, 2024 (372 d) |
| Christopher Geddy Hill | Cherry Bekaert Wealth Management LLC independent RIA | Heritage Investors Management Corp independent RIA | RIA to RIA | Mar 23, 2022 | Mar 24, 2022 |
| Laura L Mcaree | United Capital Financial Advisors BD affiliated | Heritage Investors Management Corp independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2020 | Nov 2, 2020 (123 d) |
| Andrew Marc Schenker | Morgan Stanley & Co. LLC unclassified | Heritage Investors Management Corp other | Other | Dec 31, 2010 | Jan 30, 2017 (2222 d) |
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5 moves match.