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 Horne Wealth 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 |
|---|---|---|---|---|---|
| Joshua F Parker | Trustcore Financial Services, LLC independent RIA | Horne Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 29, 2018 | Dec 14, 2018 |
| Mary Brooke Bryan | Trustmark Investment Advisors, Inc. other | Horne Wealth Advisors, LLC other | Other | May 28, 2009 | Jul 14, 2010 (412 d) |
| Stan P. Purvis | Uvest Financial Services Group, Inc. unclassified | Horne Wealth Advisors, LLC other | Other | Nov 12, 2007 | Aug 19, 2009 (646 d) |
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3 moves match.