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 Hilton Head Capital Partners, 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 |
|---|---|---|---|---|---|
| William Mctyeire Goldfinch | Raymond James Financial Services Advisors, Inc BD affiliated | Hilton Head Capital Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 8, 2025 |
| Sallie Edwards Goldfinch | Raymond James Financial Services Advisors, Inc BD affiliated | Hilton Head Capital Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Mar 25, 2026 (443 d) |
| Glen Winston Roberts | Raymond James Financial Services Advisors, Inc BD affiliated | Hilton Head Capital Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2024 | May 30, 2024 (59 d) |
| Bruce Brenner Wood | Hayden Royal independent RIA | Hilton Head Capital Partners, LLC independent RIA | RIA to RIA | Jan 22, 2019 | Jan 22, 2019 |
| Robert David Schaff | Odyssey Alliance Wealth Advisors, LLC no RAUM | Hilton Head Capital Partners, LLC independent RIA | Other | Jul 13, 2018 | Mar 8, 2019 (238 d) |
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5 moves match.