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 Hfg Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Garrick Michael Russell | Professional Investment Management Services, Pllc other | Hfg Advisors, Inc. independent RIA | Other | Dec 31, 2024 | Sep 2, 2026 (610 d) |
| Nicholas Steven Hengl | Prime Wealth Management unclassified | Hfg Advisors, Inc. mixed wealth | Other | Feb 25, 2022 | May 6, 2022 (70 d) |
| Rick Prime | Prime Wealth Management unclassified | Hfg Advisors, Inc. mixed wealth | Other | Jan 26, 2022 | Jan 13, 2022 |
| Kevin James Floyd | Petersen Hastings Wealth Advisors, Inc. other | Hfg Advisors, Inc. mixed wealth | Other | Jan 11, 2017 | Jan 13, 2022 (1828 d) |
| William Ting Hsiang Wang | Haberling Financial Group, Inc. other | Hfg Advisors, Inc. mixed wealth | Other | Feb 1, 2016 | Jan 13, 2022 (2173 d) |
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5 moves match.