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 Hynes Advisory Group 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
Timothy James BrennanFlexible Plan Investments Ltd independent RIAHynes Advisory Group LLC state registeredRIA to a state-registered adviserMar 29, 2019Jun 24, 2019 (87 d)
Mark Richard ShauretteAmerican Investment Services otherHynes Advisory Group LLC state registeredOtherDec 22, 2009Oct 3, 2014 (1746 d)
Robert Emmett HynesMadison Avenue Advisors, Inc. unclassifiedHynes Advisory Group LLC state registeredOtherDec 4, 2007Nov 27, 2007
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3 moves match.