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 D.H. Hill Advisors, 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.

AdvisorFromToTypeLeftRegistered
Katherine Chin NeillAragon Advisors state registeredD.H. Hill Advisors, Inc. independent RIAOtherNov 6, 2025Jul 27, 2026 (263 d)
Cheryl Leigh SmithAe Wealth Management, LLC BD affiliatedD.H. Hill Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2022Oct 14, 2022
Philip Hearl HamiltonHorter Investment Management, LLC independent RIAD.H. Hill Advisors, Inc. independent RIARIA to RIAMay 14, 2021May 19, 2021
John A. RameyBluearc Capital Management asset managerD.H. Hill Advisors, Inc. independent RIAOtherJan 13, 2020Jan 29, 2020
Peter Matthew BakalisSpc BD affiliatedD.H. Hill Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2018May 22, 2019 (231 d)
Francisco Retana IbarraSleeve Financial, Inc. unclassifiedD.H. Hill Advisors, Inc. independent RIAOtherJul 2, 2018Jan 2, 2025 (2376 d)
Philip Hearl HamiltonMomentum Independent Network Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherMar 12, 2018Feb 15, 2018
Leslie Howard KernLes H. Kern unclassifiedD.H. Hill Advisors, Inc. independent RIAOtherDec 16, 2016Feb 10, 2016
Scott Leslie JohnsonIntegrity Alliance, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherDec 9, 2016Dec 2, 2016
Taylor Talmage HodgesIntegrity Alliance, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherDec 5, 2016Dec 2, 2016
John Charles BrickhouseIntegrity Alliance, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherOct 27, 2016Nov 4, 2016
Brian Alan HagenConcourse Financial Group Advisors otherD.H. Hill Advisors, Inc. independent RIAOtherAug 30, 2016Aug 15, 2016
Lawrence Joseph BedardHorter Investment Management, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherDec 16, 2015Dec 17, 2015
Jhoanny Vianela Garcia-CardenasSuntrust Investment Services, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherJun 1, 2015Aug 17, 2015 (77 d)
Melanie NullWestpark Wealth Advisors, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherJun 1, 2015Jun 1, 2015
Joel T. BarjenbruchSecurities America Advisors, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherDec 31, 2014Jan 8, 2015
George Frederick PhelpsMonticello Investment Services, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherOct 22, 2014Mar 2, 2015 (131 d)
Todd Franklin GregoryMonticello Investment Services, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherJul 23, 2014Oct 1, 2014 (70 d)
Brian Alan HagenSecurities America Advisors, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherJul 29, 2010Apr 17, 2012 (628 d)
Michael Richard ClouseNext Financial Group, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherSep 11, 2009Sep 30, 2009
Noor Siraj AmiraliSterne Agee Investment Advisor Services, Inc. otherD.H. Hill Advisors, Inc. independent RIAOtherDec 5, 2008Sep 29, 2009 (298 d)
Marijo Tase HardingCetera Advisors LLC otherD.H. Hill Advisors, Inc. independent RIAOtherSep 25, 2008Sep 29, 2008
William Campbell Monroe IIIBft Financial Group, LLC otherD.H. Hill Advisors, Inc. independent RIAOtherJul 15, 2008Jul 22, 2008
Richard C JacobsWall Street Financial Group, Inc otherD.H. Hill Advisors, Inc. independent RIAOtherAug 31, 2004Sep 1, 2004
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24 moves match.