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 Hobbs Group 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 |
|---|---|---|---|---|---|
| Marc Lowell Murray | The Daniel Group other | Hobbs Group Advisors LLC independent RIA | Other | Jan 17, 2020 | Dec 9, 2024 (1788 d) |
| Thomas Winfield Manly | Strategic Advisers LLC national BD | Hobbs Group Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2016 | Jan 1, 2025 (3061 d) |
| Mark Thomas Hobbs | Carolina Wealth Management, LLC unclassified | Hobbs Group Advisors LLC independent RIA | Other | Nov 3, 2006 | Jun 1, 2011 (1671 d) |
| Peter A Pigeon | Carolina Wealth Management, LLC unclassified | Hobbs Group Advisors LLC independent RIA | Other | Nov 3, 2006 | Aug 17, 2018 (4305 d) |
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4 moves match.