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 Thornhill Securities, 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.

AdvisorFromToTypeLeftRegistered
Scott Allen SpencerFrost Investment Services BD affiliatedThornhill Securities, Inc. otherOtherFeb 27, 2025Mar 13, 2025
Kyle Michael KochStarship Securities LLC independent RIAThornhill Securities, Inc. otherOtherDec 31, 2023Jun 17, 2022
Mckenna Rose DuncanEquitable Advisors, LLC national BDThornhill Securities, Inc. otherOtherFeb 15, 2022Feb 9, 2022
Gabriel O MedinaKestra Advisory Services, LLC BD affiliatedThornhill Securities, Inc. otherOtherJul 27, 2020Feb 9, 2022 (562 d)
Carl Lance HuntleyTitleist Capital, LLC independent RIAThornhill Securities, Inc. otherOtherMar 2, 2020Feb 23, 2022 (723 d)
Jacob George AdamsCharles Schwab & Co., Inc. national BDThornhill Securities, Inc. otherOtherFeb 1, 2019Jun 30, 2022 (1245 d)
Scott Allen SpencerNfp Advisor Services, LLC otherThornhill Securities, Inc. otherOtherMar 31, 2014Mar 23, 2016 (723 d)
Kenneth Raymond KirkebyLPL Financial LLC otherThornhill Securities, Inc. otherOtherMar 19, 2009Jun 12, 2009 (85 d)
Amr TenneyEdward Jones national BDThornhill Securities, Inc. otherOtherJan 16, 2009Oct 25, 2022 (5030 d)
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9 moves match.