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.

AdvisorFromToTypeLeftRegistered
Gary Michael WilsonVulcan Value Partners LLC otherHardy Reed, LLC independent RIAOtherJul 29, 2024Aug 4, 2025 (371 d)
Margaret Wilson JustusEdward Jones national BDHardy Reed, LLC otherOtherJan 16, 2014Nov 20, 2014 (308 d)
Kenneth Wayne ParkinsonValic Financial Advisors, Inc. otherHardy Reed, LLC independent RIAOtherJul 8, 2009May 29, 2018 (3247 d)
John Cazort HardyJ.J.B. Hilliard, W.L. Lyons, LLC otherHardy Reed, LLC otherOtherAug 25, 2006Mar 26, 2007 (213 d)
George Scott ReedJ.J.B. Hilliard, W.L. Lyons, LLC otherHardy Reed, LLC otherOtherAug 25, 2006Aug 25, 2006
Richard Lee HillJ.J.B. Hilliard, W.L. Lyons, LLC otherHardy Reed, LLC otherOtherAug 25, 2006Aug 25, 2006
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6 moves match.