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 Hill Country Group

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
Terry Lee LangstonCovenant independent RIAHill Country Group independent RIARIA to RIAOct 21, 2021Sep 28, 2021
Gregory Michael RickertWestpark Wealth Advisors, Inc. independent RIAHill Country Group independent RIARIA to RIAMar 13, 2020Mar 23, 2020
James Robert DavisWestpark Wealth Advisors, Inc. independent RIAHill Country Group independent RIARIA to RIAMar 13, 2020Mar 23, 2020
J Taylor Laing DavisWestpark Wealth Advisors, Inc. independent RIAHill Country Group independent RIARIA to RIAMar 13, 2020Mar 19, 2020
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4 moves match.