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 Hotaling Investment Management, 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 |
|---|---|---|---|---|---|
| Colton Inglis Growney | Brinker Capital Inc BD affiliated | Hotaling Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2019 | Jun 15, 2021 (830 d) |
| Bruce T Hotaling | Raymond James & Associates, Inc. national BD | Hotaling Investment Management, LLC other | Other | Nov 2, 2012 | Jan 18, 2013 (77 d) |
| Patricia Markell Mchugh | Spartan Capital Management, LLC unclassified | Hotaling Investment Management, LLC other | Other | Feb 6, 2012 | Dec 22, 2016 (1781 d) |
Page 1 of 1
3 moves match.