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 Haverford Financial Services, 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
Martina Ann PfeufferAffinity Wealth Management LLC independent RIAHaverford Financial Services, Inc. asset managerOtherMay 11, 2026May 26, 2026
Jason Ryan SalmonRiversedge Advisors independent RIAHaverford Financial Services, Inc. asset managerOtherFeb 28, 2025Feb 27, 2025
John Nikolas D'AnnaHirtle & Co., LLC otherHaverford Financial Services, Inc. asset managerOtherJan 10, 2025Feb 24, 2026 (410 d)
Daniel Patrick GeraghtyHirtle & Co., LLC otherHaverford Financial Services, Inc. asset managerOtherJan 24, 2022Mar 1, 2022 (36 d)
Christopher Huy NguyenMycio Wealth Partners, LLC independent RIAHaverford Financial Services, Inc. asset managerOtherJul 7, 2021Sep 23, 2021 (78 d)
Sara Alyssa TurnerWhite Lighthouse Investment Management, Inc. otherHaverford Financial Services, Inc. otherOtherMar 30, 2017Apr 24, 2017
Alexander John HillEquitable Advisors, LLC national BDHaverford Financial Services, Inc. otherOtherNov 8, 2012Aug 11, 2014 (641 d)
Henry Belin SmithHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
Binney Holden Connell WietlisbachHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
Joseph James MclaughlinHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
David BruneHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
Jason Douglas PrideHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
Timothy Andrew HoyleHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 11, 2010 (469 d)
George Washington ConnellHaverford Investment Management, Inc. unclassifiedHaverford Financial Services, Inc. otherOtherOct 30, 2008Feb 15, 2007
Christine Elizabeth WalkerLehman Brothers Inc. unclassifiedHaverford Financial Services, Inc. otherOtherSep 18, 2008Sep 21, 2015 (2559 d)
Jonathan Darrell SmithAndres Capital Management,LLC unclassifiedHaverford Financial Services, Inc. otherOtherSep 13, 2005Sep 13, 2005
John Hannum Donaldson1838 Investment Advisors,LP unclassifiedHaverford Financial Services, Inc. otherOtherJan 19, 2005Sep 18, 2008 (1338 d)
Christopher Pennock HartPershing LLC unclassifiedHaverford Financial Services, Inc. otherOtherDec 17, 2002Jul 14, 2004 (575 d)
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18 moves match.