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 Hahn Financial Services, 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
Andrew Glen HahnJ. W. Cole Advisors, Inc. BD affiliatedHahn Financial Services, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 3, 2019Dec 10, 2025 (2352 d)
Andrew Glen HahnMadison Avenue Securities, LLC otherHahn Financial Services, LLC state registeredOtherAug 29, 2013Sep 10, 2014 (377 d)
Andrew Glen HahnLPL Financial LLC otherHahn Financial Services, LLC state registeredOtherFeb 12, 2007Mar 8, 2007
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3 moves match.