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 Hfg 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John David Miller | Innovation Partners LLC other | Hfg Advisors independent RIA | Other | Dec 24, 2014 | May 6, 2016 (499 d) |
| Eric C Fischer | LPL Financial LLC other | Hfg Advisors independent RIA | Other | Jan 17, 2013 | Feb 22, 2013 (36 d) |
| Paul Douglas Mclemore | Securities America Advisors, Inc. other | Hfg Advisors independent RIA | Other | Jan 19, 2006 | Jan 24, 2006 |
| Lee Travis Claymore | Walnut Street Advisers Inc unclassified | Hfg Advisors independent RIA | Other | Sep 29, 2005 | Apr 10, 2002 |
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4 moves match.