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 Abel Hall, 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 |
|---|---|---|---|---|---|
| Benjamin James Simpson | LPL Financial LLC BD affiliated | Abel Hall, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Sep 22, 2025 |
| Daniel Blake Price | Mutual Advisors, LLC BD affiliated | Abel Hall, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2020 | Feb 4, 2020 |
| Leo Gregory Abel | Raymond James Financial Services Advisors, Inc BD affiliated | Abel Hall, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 10, 2019 | Jun 8, 2019 |
| Andrew Philips Hall | Raymond James Financial Services Advisors, Inc BD affiliated | Abel Hall, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 10, 2019 | Jun 8, 2019 |
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4 moves match.