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 Island Financial 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
Daniel Jay BloemersAmeriprise Financial Services, LLC national BDHill Island Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2026Mar 30, 2026
Blake Alexander AppellHenrickson Nauta Wealth Advisors, Inc. independent RIAHill Island Financial LLC independent RIARIA to RIAApr 1, 2024Sep 3, 2024 (155 d)
Scott GoldmanLPL Financial LLC BD affiliatedHill Island Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Sep 15, 2023
Arian Leigh NelsonFifth Third Securities, Inc. BD affiliatedHill Island Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 3, 2021Aug 29, 2022 (269 d)
Kevin Matthew TolerAmeriprise Financial Services, LLC national BDHill Island Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 7, 2021Sep 3, 2021
Rebecka Louise PrattAmeriprise Financial Services, LLC national BDHill Island Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 7, 2021Sep 3, 2021
Ryan Scott WeichmanAmeriprise Financial Services, LLC national BDHill Island Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 7, 2021Sep 3, 2021
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7 moves match.