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 Hill Investment Group
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 |
|---|---|---|---|---|---|
| Jared Michael Machen | Boston Mountain Money Management, Inc. independent RIA | Hill Investment Group other | Other | Nov 20, 2017 | Dec 22, 2017 (32 d) |
| Henry Stanton Bragg | Horizon Wealth Advisors other | Hill Investment Group other | Other | Jan 16, 2014 | Mar 22, 2014 (65 d) |
| John Reagan | Edward Jones national BD | Hill Investment Group other | Other | May 24, 2012 | Jun 29, 2012 (36 d) |
| Walter Chalmers Reisinger | Guggenheim Investment Advisors, LLC other | Hill Investment Group other | Other | Feb 9, 2009 | Apr 8, 2011 (788 d) |
| Matthew Aaron Hall | Buckingham Asset Management Inc unclassified | Hill Investment Group other | Other | Aug 3, 2005 | Jul 29, 2005 |
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5 moves match.