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 Hippocratic Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Susan R Copeland | Avantax Planning Partners, Inc. BD affiliated | Hippocratic Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2025 | Apr 11, 2025 |
| Deron Dong | Rivetti Investment Services, LLC state registered | Hippocratic Financial Advisors independent RIA | Other | Sep 30, 2023 | Oct 3, 2025 (734 d) |
| Todd Lee Latocha | Personal Capital Advisors Corporation independent RIA | Hippocratic Financial Advisors independent RIA | RIA to RIA | May 12, 2021 | Jun 7, 2021 |
| Ravi Davis | Advanced Practice Advisors, LLC independent RIA | Hippocratic Financial Advisors independent RIA | RIA to RIA | Jun 29, 2018 | Feb 11, 2016 |
Page 1 of 1
4 moves match.