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 Hardy Reed, 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 |
|---|---|---|---|---|---|
| Gary Michael Wilson | Vulcan Value Partners LLC other | Hardy Reed, LLC independent RIA | Other | Jul 29, 2024 | Aug 4, 2025 (371 d) |
| Margaret Wilson Justus | Edward Jones national BD | Hardy Reed, LLC other | Other | Jan 16, 2014 | Nov 20, 2014 (308 d) |
| Kenneth Wayne Parkinson | Valic Financial Advisors, Inc. other | Hardy Reed, LLC independent RIA | Other | Jul 8, 2009 | May 29, 2018 (3247 d) |
| John Cazort Hardy | J.J.B. Hilliard, W.L. Lyons, LLC other | Hardy Reed, LLC other | Other | Aug 25, 2006 | Mar 26, 2007 (213 d) |
| George Scott Reed | J.J.B. Hilliard, W.L. Lyons, LLC other | Hardy Reed, LLC other | Other | Aug 25, 2006 | Aug 25, 2006 |
| Richard Lee Hill | J.J.B. Hilliard, W.L. Lyons, LLC other | Hardy Reed, LLC other | Other | Aug 25, 2006 | Aug 25, 2006 |
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6 moves match.