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 Hc 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.

AdvisorFromToTypeLeftRegistered
Perry Lamar ChesneyRed Rock Advisors unclassifiedHc Advisors LLC otherOtherDec 31, 2020Oct 1, 2015
Joseph Brian SingerMorgan Stanley wirehouseHc Advisors LLC independent RIAWirehouse to independent RIAFeb 24, 2020Feb 21, 2020
Daniel Christopher HenningPfm Capital Management LLC otherHc Advisors LLC no RAUMOtherOct 11, 2012Aug 22, 2012
Teresa R MunroPfm Capital Management LLC otherHc Advisors LLC no RAUMOtherOct 11, 2012Aug 30, 2012
Lily Melinda HsiehStanford Group Company unclassifiedHc Advisors LLC independent RIAOtherMar 18, 2009Jun 19, 2018 (3380 d)
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5 moves match.