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 Hudson Value 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.

AdvisorFromToTypeLeftRegistered
Marino Ilija PatrkOppenheimer & Co. Inc. BD affiliatedHudson Value Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2023Mar 3, 2023
Marianne Thorne WitteOppenheimer & Co. Inc. BD affiliatedHudson Value Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2020Aug 3, 2020
Paul William DavisOppenheimer & Co. Inc. BD affiliatedHudson Value Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 24, 2019Jun 24, 2019 (31 d)
Christopher Paul DavisOppenheimer & Co. Inc. BD affiliatedHudson Value Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2019Mar 30, 2022 (1041 d)
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4 moves match.