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 Hayden Harper Wealth Advisory, 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 |
|---|---|---|---|---|---|
| Scott Carmen Cannady | First Citizens Investor Services, Inc. other | Hayden Harper Wealth Advisory, LLC other | Other | May 20, 2014 | May 20, 2014 |
| John Whitney Teed | Ipi Wealth Management, Inc. other | Hayden Harper Wealth Advisory, LLC other | Other | Mar 13, 2014 | Apr 26, 2010 |
| John Hampton Barnes | Whm Capital Advisors, LLC other | Hayden Harper Wealth Advisory, LLC other | Other | Aug 21, 2013 | Jun 5, 2013 |
| Lee Christopher Larson | Regis Asset Management LLC unclassified | Hayden Harper Wealth Advisory, LLC other | Other | Jul 3, 2012 | Jul 5, 2012 |
| Michael David Fox | Ipi Wealth Management, Inc. other | Hayden Harper Wealth Advisory, LLC other | Other | Jun 30, 2010 | Apr 26, 2010 |
| Ernest William Ross | Wells Fargo Advisors wirehouse | Hayden Harper Wealth Advisory, LLC other | Other | Jun 26, 2009 | May 13, 2010 (321 d) |
| Stephen Paul Miller | Round Table Wealth Management other | Hayden Harper Wealth Advisory, LLC other | Other | May 13, 2009 | Apr 26, 2010 (348 d) |
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7 moves match.