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 Hoey Investments, Inc.
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 |
|---|---|---|---|---|---|
| Timothy Yeats Thomas | Integrative Investing unclassified | Hoey Investments, Inc. independent RIA | Other | Jan 21, 2023 | Oct 13, 2021 |
| Francis James Hoey | Cambridge Investment Research Advisors, Inc. other | Hoey Investments, Inc. other | Other | Dec 31, 2009 | Nov 24, 2009 |
| Timothy Yeats Thomas | Bny Mellon Advisors, Inc. other | Hoey Investments, Inc. independent RIA | Other | Jan 2, 2008 | Apr 23, 2018 (3764 d) |
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3 moves match.