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 Hays Financial Group, 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 |
|---|---|---|---|---|---|
| Bryon Andrew Eggan | Transamerica Retirement Advisors, LLC BD affiliated | Hays Financial Group, LLC institutional | Other | Sep 8, 2025 | Oct 21, 2025 (43 d) |
| Gregory Alan Klein | Global Retirement Partners LLC institutional | Hays Financial Group, LLC institutional | Other | Oct 26, 2021 | Mar 23, 2022 (148 d) |
| James P Miley | Global Retirement Partners LLC institutional | Hays Financial Group, LLC no RAUM | Other | Oct 26, 2021 | May 28, 2021 |
| Brian Jerold Whinnery | Global Retirement Partners LLC institutional | Hays Financial Group, LLC no RAUM | Other | Oct 26, 2021 | May 28, 2021 |
| Anna Elizabeth Kraemer | Global Retirement Partners LLC institutional | Hays Financial Group, LLC institutional | Other | Oct 26, 2021 | Oct 18, 2023 (722 d) |
| Timothy Joseph Black | The Patriot Financial Group, LLC independent RIA | Hays Financial Group, LLC institutional | Other | Jan 14, 2020 | Jul 21, 2021 (554 d) |
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6 moves match.