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 Hd Money, Inc.
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 |
|---|---|---|---|---|---|
| David John Berns | Bison Wealth, LLC mixed wealth | Hd Money, Inc. independent RIA | RIA to RIA | Jul 3, 2024 | Jul 27, 2024 |
| Thomas V Pellegrino | Equitable Advisors, LLC national BD | Hd Money, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2022 | Dec 18, 2025 (1256 d) |
| Gabriel Isaac Kaufmann | Monorail Securities LLC independent RIA | Hd Money, Inc. independent RIA | RIA to RIA | Feb 3, 2022 | Feb 8, 2022 |
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3 moves match.