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 Lane Hipple - Wealth Management Group

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
Gregory Hayes ReadingCetera Investment Advisers LLC BD affiliatedLane Hipple - Wealth Management Group independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2021Jun 21, 2021 (69 d)
Samuel Clay BridgersVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 1, 2013
Thomas Andrew LaneVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 1, 2013
Timothy Jude FeeneyVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 1, 2013
Vaughn Raye SchillVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 1, 2013
Andrew C HippleVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 29, 2013 (32 d)
Thomas Andrew LaneVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 31, 2013 (34 d)
Joshua WoodfordVsr Advisory Services otherLane Hipple - Wealth Management Group no RAUMOtherSep 27, 2013Oct 1, 2013
William Sapp MerrikenVsr Advisory Services otherLane Hipple - Wealth Management Group otherOtherSep 27, 2013Nov 30, 2015 (794 d)
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9 moves match.