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 Hassell 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 |
|---|---|---|---|---|---|
| Marylucy Tujague Bergeron | Onedigital institutional | Hassell Wealth Management independent RIA | Other | Oct 18, 2023 | Nov 19, 2024 (398 d) |
| Gary Joseph Birdsall | Eagle Strategies LLC BD affiliated | Hassell Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2021 | Jun 10, 2021 |
| Katherine Cuccia Hebert | Hancock Whitney Investment Services Inc. BD affiliated | Hassell Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2020 | Jun 26, 2020 |
| John Thomas Hassell | LPL Financial LLC independent RIA | Hassell Wealth Management no RAUM | RIA to a newly registered adviser | Dec 20, 2018 | Oct 15, 2018 |
| Stephen Kelly Hassell | LPL Financial LLC independent RIA | Hassell Wealth Management no RAUM | RIA to a newly registered adviser | Dec 20, 2018 | Oct 15, 2018 |
| Alexandra Hassell | LPL Financial LLC independent RIA | Hassell Wealth Management no RAUM | RIA to a newly registered adviser | Dec 20, 2018 | Oct 15, 2018 |
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6 moves match.