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 Team Financial Strategies
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 |
|---|---|---|---|---|---|
| Joby Brae Raymond | Box Financial Advisors, LLC independent RIA | Team Financial Strategies independent RIA | RIA to RIA | Feb 9, 2026 | Jun 7, 2025 |
| Chad Brandon Hoes | Parkway Advisors, L.P. institutional | Team Financial Strategies independent RIA | Other | Jan 13, 2023 | Jan 20, 2023 |
| Darrell Scott Haynes | Edward Jones national BD | Team Financial Strategies other | Other | May 27, 2010 | May 24, 2010 |
| Heath Harold Hamrick | Northwestern Mutual Investment Services,LLC other | Team Financial Strategies other | Other | Apr 23, 2010 | Apr 13, 2010 |
| Joseph Shane Team | Briaud Financial Advisors other | Team Financial Strategies other | Other | Apr 1, 2005 | Sep 20, 2007 (902 d) |
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5 moves match.