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 Horizon 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Louis Douglas Hopper | Drumond Wealth Management state registered | Horizon Wealth Advisors independent RIA | Other | Jun 30, 2026 | Jul 1, 2026 |
| Bradley Allan Hughes | Edward Jones national BD | Horizon Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2024 | Sep 18, 2024 |
| Colin Michael Lee | Securian Financial Services, Inc. other | Horizon Wealth Advisors other | Other | Aug 1, 2017 | Sep 16, 2017 (46 d) |
| Owen Mcbee Murray | Roxbury Capital Management LLC other | Horizon Wealth Advisors other | Other | Feb 18, 2005 | Mar 23, 2005 (33 d) |
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4 moves match.