DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Hunter Street 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 |
|---|---|---|---|---|---|
| Daniel Brian Conklin | Edward Jones national BD | Hunter Street Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2023 | Oct 31, 2023 |
| George Takacs Nowack | Ashworth Financial unclassified | Hunter Street Investment Advisors LLC independent RIA | Other | Oct 2, 2019 | Oct 2, 2019 |
| Kevin Craig Cochran | Raleigh Capital Management Inc. independent RIA | Hunter Street Investment Advisors LLC independent RIA | RIA to RIA | Oct 1, 2019 | Oct 25, 2019 |
| Matthew Charles Maiers | Hobart Wealth independent RIA | Hunter Street Investment Advisors LLC independent RIA | RIA to RIA | Sep 30, 2019 | Oct 2, 2019 |
| Charles Dean Leedy | Comperio Retirement Consulting, Inc. no RAUM | Hunter Street Investment Advisors LLC independent RIA | Other | Jan 19, 2016 | Apr 1, 2023 (2629 d) |
| Joseph Anthony Malfeo | Pruco Securities, LLC other | Hunter Street Investment Advisors LLC independent RIA | Other | Nov 8, 2002 | Oct 17, 2007 (1804 d) |
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6 moves match.