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 Whitcomb & Hess, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Timothy Gilmer | Valmark Advisers, Inc. BD affiliated | Whitcomb & Hess, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2019 | Nov 6, 2019 |
| Timothy P Hilterman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Whitcomb & Hess, Inc. other | Other | Aug 8, 2017 | Aug 18, 2017 |
| Jacob Scott Buckwalter | Strategic Advisers LLC national BD | Whitcomb & Hess, Inc. other | Other | Aug 8, 2017 | Aug 31, 2017 |
| Christopher Ryan Nadler | Raymond James Financial Services Advisors, Inc other | Whitcomb & Hess, Inc. other | Other | Sep 29, 2016 | Oct 10, 2016 |
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4 moves match.