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 Hamilton Investment Counsel, LLC
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 |
|---|---|---|---|---|---|
| Austin Ryan Farmer | Edward Jones national BD | Hamilton Investment Counsel, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2020 | Jul 22, 2020 |
| Richard Craig Gray | Truist Advisory Services, Inc. no RAUM | Hamilton Investment Counsel, LLC no RAUM | Other | Dec 12, 2016 | Dec 14, 2016 |
| Jeffrey Kenneth Kirkpatrick | Stonex Advisors Inc. other | Hamilton Investment Counsel, LLC no RAUM | Other | Nov 11, 2016 | Oct 17, 2016 |
| Scott Michael Bremus | Stonex Advisors Inc. other | Hamilton Investment Counsel, LLC no RAUM | Other | Nov 11, 2016 | Oct 17, 2016 |
| Stephen James Coulter | Guggenheim Investments other | Hamilton Investment Counsel, LLC other | Other | Sep 11, 2015 | Sep 14, 2017 (734 d) |
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5 moves match.