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 Hbks 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
Nicole Marie JackmackPark Shore Partners LLC asset managerHbks Wealth Advisors independent RIAOtherJul 24, 2026Jul 15, 2021
Jennifer Liy Di LorenzoPark Shore Partners LLC asset managerHbks Wealth Advisors independent RIAOtherJul 24, 2026Jul 29, 2021
Brendan Robert Thomas HunterWescott Financial Advisory Group LLC independent RIAHbks Wealth Advisors independent RIARIA to RIAFeb 10, 2026Feb 10, 2026
Jason R RundorffNaples Global Advisors independent RIAHbks Wealth Advisors independent RIARIA to RIAJan 21, 2025Mar 5, 2025 (43 d)
Regan Veronica SchumacherJanney Montgomery Scott LLC BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2024Sep 6, 2024
Matthew ChlopekFidelity Personal And Workplace Advisors BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2024Apr 4, 2024
Stephen BurlesonJanney Montgomery Scott LLC BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2023Mar 22, 2024 (105 d)
William Michael LofleyCastle Wealth Management independent RIAHbks Wealth Advisors independent RIARIA to RIAApr 26, 2023May 31, 2023 (35 d)
Jason KleinJkmilne Asset Management institutionalHbks Wealth Advisors independent RIAOtherOct 24, 2022Jul 18, 2022
Shawn FodgeFidelity Personal And Workplace Advisors BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2022Jul 14, 2022 (51 d)
Brett Adam DuschMdt Advisers, A Division Of Federated Mdta LLC asset managerHbks Wealth Advisors independent RIAOtherAug 20, 2021Aug 18, 2021
Kyle Austin KnoppBlackridge Asset Management, LLC BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2021Jul 23, 2021
Paul JudeAdvice And Planning Services BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Dec 16, 2020 (33 d)
William John ChaseMML Investors Services, LLC BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 13, 2020Nov 18, 2020 (279 d)
David Michael BeneventoWells Fargo Advisors wirehouseHbks Wealth Advisors independent RIAWirehouse to independent RIADec 19, 2019Jan 2, 2020
Rodrigo DiazMckinley Carter Wealth Services, Inc. independent RIAHbks Wealth Advisors independent RIARIA to RIAOct 16, 2019Oct 15, 2019
Ryan William HawkVanguard Advisers, Inc. BD affiliatedHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2019Jan 3, 2020 (351 d)
Brian Haydon WelshLocust Capital Management LLC otherHbks Wealth Advisors otherOtherDec 31, 2017Oct 6, 2017
William Francis CaseyLocust Capital Management LLC otherHbks Wealth Advisors otherOtherDec 31, 2017Oct 6, 2017
Augustine Anton RepettoLocust Capital Management LLC otherHbks Wealth Advisors otherOtherDec 31, 2017Oct 6, 2017
Andrew Walseth PurcellLocust Capital Management LLC otherHbks Wealth Advisors independent RIAOtherDec 31, 2017Oct 10, 2017
Christopher James HinesLocust Capital Management LLC otherHbks Wealth Advisors otherOtherDec 31, 2017Oct 6, 2017
Craig Aaron SlaubaughPnc Wealth Management otherHbks Wealth Advisors independent RIAOtherAug 25, 2017Jul 12, 2018 (321 d)
Gerald William HallRaymond James Financial Services Advisors, Inc otherHbks Wealth Advisors otherOtherMay 3, 2016Jul 8, 2016 (66 d)
James Anthony ArcoraciRaymond James Financial Services Advisors, Inc otherHbks Wealth Advisors otherOtherMay 3, 2016Jul 5, 2016 (63 d)
Lawrence Christopher FiorellaRaymond James Financial Services Advisors, Inc otherHbks Wealth Advisors otherOtherMay 3, 2016May 3, 2016
Kevin Daniel AstryRaymond James Financial Services Advisors, Inc otherHbks Wealth Advisors otherOtherMay 3, 2016May 3, 2016
Mark Anthony MatosGlobal Wealth Consultants, LLC otherHbks Wealth Advisors otherOtherMar 7, 2016Feb 12, 2016
Donna Leeann KlineWells Fargo Advisors wirehouseHbks Wealth Advisors otherOtherSep 11, 2015Sep 9, 2015
Melissa CoxPnc Wealth Management otherHbks Wealth Advisors otherOtherAug 24, 2015Aug 27, 2015
Brian Scott SommersPartnervest Advisory Services LLC otherHbks Wealth Advisors otherOtherJun 16, 2014Jun 16, 2014
Ian WildMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHbks Wealth Advisors otherOtherJun 20, 2013May 19, 2017 (1429 d)
Thomas J TarantoEdward Jones national BDHbks Wealth Advisors otherOtherSep 24, 2009Feb 15, 2011 (509 d)
Scott Allan CrossSecurities America Advisors, Inc. otherHbks Wealth Advisors otherOtherJul 18, 2006Jul 17, 2006
Stephen Carl SchrammThe Schramm Investment Company, L.L.C. unclassifiedHbks Wealth Advisors otherOtherDec 31, 2005Nov 12, 2003
David DarwishMorgan Stanley Dw Inc. unclassifiedHbks Wealth Advisors otherOtherFeb 1, 2005Feb 17, 2005
Joseph Michael SchultzRBC Capital Markets, LLC national BDHbks Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2004Aug 19, 2025 (7595 d)
Timothy J BakerAmeriprise Financial Services, LLC national BDHbks Wealth Advisors otherOtherSep 3, 2003Apr 8, 2004 (218 d)
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38 moves match.