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 Horizon Wealth Management
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 |
|---|---|---|---|---|---|
| Kaitlin Marie Hyland | Cresset Asset Management, LLC independent RIA | Horizon Wealth Management independent RIA | RIA to RIA | Apr 29, 2025 | May 6, 2025 |
| Ronald Thomas Reitz | Capital Analysts BD affiliated | Horizon Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2023 | Jun 1, 2023 (38 d) |
| Bruce Irwin Heymont | The Heymont Group Wealth Management And Retirement Solutions unclassified | Horizon Wealth Management independent RIA | Other | Aug 5, 2022 | Jun 30, 2026 (1425 d) |
| John Ross Crawford | LPL Financial LLC independent RIA | Horizon Wealth Management independent RIA | RIA to RIA | Jul 10, 2019 | Mar 3, 2020 (237 d) |
| Matthew J Arhontas | LPL Financial LLC other | Horizon Wealth Management other | Other | Oct 5, 2012 | May 17, 2016 (1320 d) |
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5 moves match.