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 Hoylecohen, 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
Jacob Norman BiliackWt Wealth Management, LLC independent RIAHoylecohen, LLC independent RIARIA to RIAJul 11, 2023Dec 22, 2023 (164 d)
Lucas Wyatt KulmaMoneta Group Investment Advisors, LLC independent RIAHoylecohen, LLC independent RIARIA to RIAJun 15, 2023Jan 4, 2024 (203 d)
Eric Clinton DavisDavis & Seiley Wealth Management, Inc. independent RIAHoylecohen, LLC independent RIARIA to RIAJan 13, 2023Jan 10, 2023
Kyle P WhisenhuntSagepoint Financial, Inc. BD affiliatedHoylecohen, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2022May 31, 2023 (324 d)
Chase Michael CampbellCitigroup Global Markets Inc. BD affiliatedHoylecohen, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 14, 2021Apr 26, 2022 (377 d)
Sheryl L RaynerStellar Capital Management LLC independent RIAHoylecohen, LLC independent RIARIA to RIAOct 2, 2020Dec 24, 2020 (83 d)
James Patrick CooneyStellar Capital Management LLC independent RIAHoylecohen, LLC independent RIARIA to RIAOct 2, 2020Dec 24, 2020 (83 d)
Derek Stephen TaddeiStellar Capital Management LLC independent RIAHoylecohen, LLC independent RIARIA to RIAJul 10, 2020Mar 30, 2022 (628 d)
Jack Ryan O'DonnellRegentatlantic independent RIAHoylecohen, LLC independent RIARIA to RIAApr 9, 2018Jul 28, 2020 (841 d)
Brooke Elizabeth WarnerZermatt Wealth Partners otherHoylecohen, LLC independent RIAOtherNov 15, 2017Apr 26, 2022 (1623 d)
Katherine Puntharik SiriwanLibbie Agran Financial Services & Seminars otherHoylecohen, LLC otherOtherJun 2, 2017Jun 2, 2017
Peter William MuellerLibbie Agran Financial Services & Seminars otherHoylecohen, LLC otherOtherJun 2, 2017Jun 2, 2017
Charles Dale EbersoleFoord, Van Bruggen & Pajak Financial Services unclassifiedHoylecohen, LLC otherOtherJul 21, 2014Jul 16, 2014
Bridget Venus GrimesMorgan Stanley wirehouseHoylecohen, LLC otherOtherAug 1, 2012May 27, 2015 (1029 d)
Janet Lynn AcheatelRaymond James Financial Services Advisors, Inc otherHoylecohen, LLC otherOtherNov 11, 2010Jan 5, 2015 (1516 d)
Elisabeth CullingtonCullington Hill Advisors, Inc. unclassifiedHoylecohen, LLC otherOtherDec 31, 2008Mar 18, 2011 (807 d)
Kevin Dewey HoyleMid Atlantic Financial Management, Inc. otherHoylecohen, LLC otherOtherOct 21, 2008Sep 25, 2006
Colleen Rosamond GeppMid Atlantic Financial Management, Inc. otherHoylecohen, LLC otherOtherOct 21, 2008Sep 25, 2006
David Allen JacksonMid Atlantic Financial Management, Inc. otherHoylecohen, LLC otherOtherOct 21, 2008Sep 25, 2006
Rachel Mae LukenHoylecohen,Inc. unclassifiedHoylecohen, LLC otherOtherSep 13, 2006Sep 25, 2006
Sheldon Michael GoldmanHoylecohen,Inc. unclassifiedHoylecohen, LLC otherOtherSep 13, 2006Sep 25, 2006
Ty Alan SummerlinVoya Financial Advisors, Inc. otherHoylecohen, LLC otherOtherJun 5, 2003Nov 15, 2016 (4912 d)
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22 moves match.