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 Hedeker Wealth LLC
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 |
|---|---|---|---|---|---|
| Thomas Murray Ryan | Spectrum Wealth Management other | Hedeker Wealth LLC independent RIA | Other | Aug 7, 2017 | Nov 2, 2021 (1548 d) |
| Steven Perry Schwefel | Qa3 Financial LLC unclassified | Hedeker Wealth LLC other | Other | Dec 9, 2003 | Jan 8, 2003 |
| Dean Richard Hedeker | Qa3 Financial LLC unclassified | Hedeker Wealth LLC other | Other | Dec 9, 2003 | Dec 20, 2002 |
| James Patrick Kozak | Advanced Equities, Inc. other | Hedeker Wealth LLC other | Other | Feb 18, 2003 | Dec 20, 2002 |
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4 moves match.