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 Hamilton Point Investment Advisors, 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 |
|---|---|---|---|---|---|
| Marci Piddington Hansen | Founders Financial Alliance, LLC independent RIA | Hamilton Point Investment Advisors, LLC independent RIA | RIA to RIA | Nov 20, 2024 | Jan 10, 2025 (51 d) |
| Curtis Randall Byrd | Hilltop Wealth Advisors, LLC independent RIA | Hamilton Point Investment Advisors, LLC independent RIA | RIA to RIA | Apr 5, 2023 | May 12, 2023 (37 d) |
| Tracy Ryan Davies | UBS Financial Services Inc. wirehouse | Hamilton Point Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Feb 3, 2016 | Jan 31, 2018 (728 d) |
| Nathan Guerrant Byrd | Altrius Capital Management, Inc. other | Hamilton Point Investment Advisors, LLC other | Other | Feb 27, 2013 | Mar 4, 2013 |
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4 moves match.