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 Hahn Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Travis Austin Dykstra | Wells Fargo Advisors wirehouse | Hahn Financial Group independent RIA | Wirehouse to independent RIA | Sep 6, 2024 | Sep 3, 2024 |
| Nikolas Stefan Boyce | Northwestern Mutual Investment Services,LLC no RAUM | Hahn Financial Group independent RIA | Other | May 7, 2019 | May 8, 2019 |
| Larry Clifford Dogs | Oneamerica Securities, Inc. other | Hahn Financial Group other | Other | Jan 23, 2014 | Jan 29, 2014 |
| Verlyn Earl Hahn | Oneamerica Securities, Inc. other | Hahn Financial Group other | Other | Jan 22, 2014 | Jan 23, 2014 |
| Kelly Ann Hahn | Oneamerica Securities, Inc. other | Hahn Financial Group other | Other | Jan 22, 2014 | Jan 23, 2014 |
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5 moves match.