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 J. Hagan Capital, 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 |
|---|---|---|---|---|---|
| Cameron Lee Wisley | Strategic Wealth Investment Group, LLC independent RIA | J. Hagan Capital, Inc. independent RIA | RIA to RIA | Sep 17, 2024 | Nov 6, 2024 (50 d) |
| James Kevin Taylor Veillon | MML Investors Services, LLC BD affiliated | J. Hagan Capital, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2024 | Jul 22, 2024 (48 d) |
| Chase M Rosche | Strategic Wealth Investment Group, LLC independent RIA | J. Hagan Capital, Inc. independent RIA | RIA to RIA | Feb 19, 2024 | Jun 19, 2024 (121 d) |
| Patrick John Volk | Fountainhead Fiduciary, LLC state registered | J. Hagan Capital, Inc. independent RIA | Other | Jun 8, 2020 | Sep 22, 2020 (106 d) |
| Jonathan Hagan Hicks | Madison Avenue Securities, LLC other | J. Hagan Capital, Inc. independent RIA | Other | Sep 6, 2013 | Jun 29, 2020 (2488 d) |
| Marcus George Warren | Madison Avenue Securities, LLC other | J. Hagan Capital, Inc. independent RIA | Other | Sep 6, 2013 | Sep 17, 2013 |
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6 moves match.