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 Resource Horizons Investment Advisory, Inc.

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
Cheryl Dickey McguireSecurities America Advisors, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherSep 4, 2014Aug 8, 2014
Carlos Alfredo CortezCoppell Advisory Solutions LLC otherResource Horizons Investment Advisory, Inc. otherOtherApr 8, 2014Oct 28, 2013
Clarence Edmund BlantonAdvisory Services Network otherResource Horizons Investment Advisory, Inc. otherOtherMar 3, 2014Mar 28, 2014
Joseph Cain LeonardLPL Financial LLC otherResource Horizons Investment Advisory, Inc. otherOtherDec 9, 2013Dec 6, 2013
Robin Michael SlaughterVoya Financial Advisors, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherNov 15, 2013Nov 25, 2013
Ryan Griffin LeddenLegend Advisory, LLC otherResource Horizons Investment Advisory, Inc. otherOtherAug 26, 2013Aug 26, 2013
Steven Roger CrossNew England Securities Corporation otherResource Horizons Investment Advisory, Inc. otherOtherFeb 7, 2013Feb 6, 2013
Gaines Bailey SmithGaines Financial Services, Inc. unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2012Jan 4, 2013
Wilburn Joel HudsonValic Financial Advisors, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherSep 20, 2012Oct 4, 2012
Jay B HowardLeonard And Company otherResource Horizons Investment Advisory, Inc. otherOtherAug 29, 2012Aug 30, 2012
Marc Lawrence BullockL.M. Kohn & Company otherResource Horizons Investment Advisory, Inc. otherOtherAug 3, 2012Aug 30, 2012
Richard Robert DwyerFirst Command Financial Planning, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherMar 23, 2012Apr 11, 2012
Ronald Allen SchleyPartnervest Advisory Services LLC otherResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2011Jan 10, 2012
Clarence Edmund BlantonVoya Financial Advisors, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherNov 29, 2011Nov 21, 2011
Gabriel Lynn GehretSpc otherResource Horizons Investment Advisory, Inc. otherOtherOct 24, 2011Nov 8, 2011
Bryan Kelly DowellSsn Advisory, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherOct 14, 2011Oct 25, 2011
James Parnick JenningsOneamerica Securities, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherJul 5, 2011Jul 12, 2011
Lisa Ann EvansEquitable Advisors, LLC national BDResource Horizons Investment Advisory, Inc. otherOtherOct 20, 2010Nov 3, 2010
Curtis Montgomery MinksMoney Concepts Advisory Service otherResource Horizons Investment Advisory, Inc. otherOtherSep 1, 2010Oct 7, 2010 (36 d)
Christopher J MaurerRidgeback Capital Management otherResource Horizons Investment Advisory, Inc. otherOtherApr 6, 2010Mar 17, 2010
Traci Jeanine BrysonNations Financial Group, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherApr 6, 2010Apr 15, 2010
Shana R Ice1st Global Advisors Inc otherResource Horizons Investment Advisory, Inc. otherOtherJan 21, 2010Jan 25, 2010
Donald Thomas McneillMML Investors Services, LLC otherResource Horizons Investment Advisory, Inc. otherOtherJan 15, 2010Feb 9, 2010
Joseph Terrell MannLPL Financial LLC otherResource Horizons Investment Advisory, Inc. otherOtherJan 11, 2010Jan 13, 2010
Rajesh C JyotishiSii Investments, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherJan 4, 2010Jan 11, 2010
Louise Campbell SchatkeFinancial Consultants Group Inc independent RIAResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2009Jan 11, 2010
Clinton Wayne CopelandInvestors Capital Advisory otherResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2009Jan 11, 2010
Michael David Gracy1st Global Advisors Inc otherResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2009Feb 12, 2010 (43 d)
James Laurence CliffordInvestors Capital Advisory otherResource Horizons Investment Advisory, Inc. otherOtherDec 23, 2009Jan 26, 2010 (34 d)
Mitchell Lee FlattEdward Jones national BDResource Horizons Investment Advisory, Inc. otherOtherDec 8, 2009Oct 17, 2011 (678 d)
Gary Duwayne WurlCullum & Burks Securities, Inc. unclassifiedResource Horizons Investment Advisory, Inc. otherOtherNov 24, 2009Nov 24, 2009
Tim Brooks SampsonCullum & Burks Securities, Inc. unclassifiedResource Horizons Investment Advisory, Inc. otherOtherNov 24, 2009Nov 23, 2009
Brian Scott Elsey1st Global Advisors Inc otherResource Horizons Investment Advisory, Inc. otherOtherSep 18, 2009Oct 20, 2009 (32 d)
Roger Anthony RuzCapital City Asset Management Group, LLC otherResource Horizons Investment Advisory, Inc. otherOtherAug 21, 2009Jan 4, 2010 (136 d)
Isaac Robert CockfieldFortitude Advisory Group L.L.C. otherResource Horizons Investment Advisory, Inc. otherOtherJun 10, 2009Jun 15, 2009
Michael Joseph KwedarSecurities America Advisors, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherDec 22, 2008Jan 6, 2009
Michael Lee CrifasiWoodstock Financial Group, Inc. otherResource Horizons Investment Advisory, Inc. otherOtherSep 25, 2008Sep 22, 2008
Lewis Dewitt WebbWells Fargo Advisors wirehouseResource Horizons Investment Advisory, Inc. otherOtherJun 4, 2008Jun 17, 2008
Bruce BassinFinancial West Group otherResource Horizons Investment Advisory, Inc. otherOtherMar 31, 2008Apr 1, 2008
William Samuel AllenIndependent Advisers Group Corp otherResource Horizons Investment Advisory, Inc. otherOtherFeb 8, 2008Feb 5, 2008
Karmen Dwayne KingsmoreResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Kelly Stolte MillerResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Oct 9, 2007
Robert James MaranghiResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Robert Gene BergerResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 3, 2008
Debbie Lynne MontgomeryResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Gary Wayne CopelandResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Gregory Wade GuemmerResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 2, 2008
Leland Michael LanwayResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 2, 2008
James Earl VannResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Timothy Michael EckelResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Darrin Stuart CohenResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007May 23, 2008 (144 d)
Randhir SahniResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 3, 2008
Stephen Lemuel BargeronResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Patrick GrantResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Jeffrey Lee ForemanResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Jeffrey Douglas ThomasResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Joseph AloisioResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Gwen B GarrisonEsi Financial Advisors otherResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
John Lloyd SauersResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jan 8, 2008
Anthony Lee TinsleyResource Horizons Group LLC unclassifiedResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2007Jul 17, 2007
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68 moves match.