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 Holly Street Wealth Advisors

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
Alexander Henry HagstromFundamental Capital Management, LLC otherHolly Street Wealth Advisors independent RIAOtherApr 25, 2019Jun 21, 2018
David Jin Kyu ChongWells Fargo Advisors wirehouseHolly Street Wealth Advisors independent RIAWirehouse to independent RIAAug 3, 2018Aug 8, 2018
Richard Kent BairdYellowstone Partners otherHolly Street Wealth Advisors otherOtherOct 11, 2017Apr 10, 2017
Bruce John JensenElevage Partners, LLC independent RIAHolly Street Wealth Advisors otherOtherApr 1, 2015Apr 1, 2015
Adam Michael GoyerKeystone Capital Corporation otherHolly Street Wealth Advisors otherOtherJul 10, 2014Jun 3, 2016 (694 d)
Thomas Woodward HulickWorthpointe otherHolly Street Wealth Advisors no RAUMOtherMay 1, 2013Apr 24, 2013
Peter John HenryPlatform Advisors, LLC unclassifiedHolly Street Wealth Advisors otherOtherJun 20, 2012Oct 7, 2015 (1204 d)
Harold Bowler ParkerWestern International Securities otherHolly Street Wealth Advisors otherOtherDec 31, 2009May 23, 2016 (2335 d)
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8 moves match.