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 Secura Financial
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 |
|---|---|---|---|---|---|
| Greggory Jackman | Arkadios Wealth Advisors BD affiliated | Secura Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2026 | Jul 22, 2026 (188 d) |
| Richard W Jackman | Crown Capital Securities, L.P. BD affiliated | Secura Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2024 | Jan 1, 2025 (282 d) |
| Dhillon Thomas Taylor | Crown Capital Securities, L.P. BD affiliated | Secura Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2024 | Jan 17, 2020 |
| Jason Douglas Stone | Stone Hatcher Financial unclassified | Secura Financial independent RIA | Other | Jun 19, 2019 | Jan 1, 2025 (2023 d) |
| Casey Lee Hatcher | Stone Hatcher Financial unclassified | Secura Financial independent RIA | Other | Jun 19, 2019 | Jul 22, 2026 (2590 d) |
| Matthew Joseph Evans | Crown Capital Securities, L.P. other | Secura Financial independent RIA | Other | Jun 23, 2017 | Apr 6, 2016 |
| Kraig Noel Strom | Oneamerica Securities, Inc. other | Secura Financial independent RIA | Other | Jan 27, 2017 | May 30, 2017 (123 d) |
| Brent Lee Honea | J. W. Cole Advisors, Inc. other | Secura Financial independent RIA | Other | Dec 31, 2014 | Jan 1, 2026 (4019 d) |
| Harry Michael Barth | LPL Financial LLC other | Secura Financial independent RIA | Other | Dec 21, 2011 | Nov 28, 2006 |
| William Thomas Black | Nfp Advisor Services, LLC other | Secura Financial independent RIA | Other | Apr 27, 2010 | Apr 30, 2010 |
| Anne Tahim | LPL Financial LLC other | Secura Financial independent RIA | Other | Apr 6, 2009 | May 28, 2008 |
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11 moves match.