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 Hb Wealth
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 |
|---|---|---|---|---|---|
| Rushil Kheraj | Balentine independent RIA | Hb Wealth independent RIA | RIA to RIA | Sep 15, 2026 | Jul 6, 2026 |
| Emilio Lincoln Egea | Circle Wealth Management, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jul 23, 2026 | Aug 4, 2026 |
| Sawyer Louis Hyatt | Equitable Advisors, LLC national BD | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 27, 2026 |
| Matthew Fraser Roher | Kestra Advisory Services, LLC BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2026 | Aug 24, 2026 (55 d) |
| Lesley Laws | Raymond James & Associates, Inc. national BD | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2026 | Sep 16, 2026 (103 d) |
| Jeremy Thomas Dunlop | Hamilton Capital independent RIA | Hb Wealth independent RIA | RIA to RIA | May 26, 2026 | Jun 15, 2026 |
| Diego Rivadeneira | Kestra Advisory Services, LLC BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2026 | Jun 3, 2026 (34 d) |
| Jonathan Christopher Bristow | Balentine independent RIA | Hb Wealth independent RIA | RIA to RIA | Apr 17, 2026 | Apr 24, 2026 |
| John Frank Bragg | Truist Advisory Services, Inc. BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 28, 2026 |
| Amy Crowder Jackson | Chamberlain Financial Advisors, Inc. state registered | Hb Wealth independent RIA | Other | Mar 18, 2026 | Apr 7, 2026 |
| Michael Ross Lipsey | Longview Wealth Management independent RIA | Hb Wealth independent RIA | RIA to RIA | Mar 3, 2026 | Mar 9, 2026 |
| Samuel David Wishneff | Longview Wealth Management independent RIA | Hb Wealth independent RIA | RIA to RIA | Mar 3, 2026 | Mar 9, 2026 |
| Kai S Kressman | Verdence Capital Advisors, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 9, 2026 | Mar 9, 2026 |
| Thomas Trail Neubauer | T. Rowe Price Associates, Inc. asset manager | Hb Wealth independent RIA | Other | Jan 13, 2026 | Jan 13, 2026 |
| Christopher Joseph Johnson | 49 Financial independent RIA | Hb Wealth independent RIA | RIA to RIA | Dec 16, 2025 | Jan 29, 2026 (44 d) |
| Seth Patrick Rudy Higgins | Equitable Advisors, LLC national BD | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2025 | Dec 2, 2025 |
| Danielle Conti | Truist Advisory Services, Inc. BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Feb 11, 2026 (86 d) |
| David Austin Gasper | The Marshall Financial Group LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Oct 28, 2025 | Jan 13, 2026 (77 d) |
| Matthew Corbett Moore | J.P. Morgan Securities LLC wirehouse | Hb Wealth independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 24, 2025 |
| Rebecca Wren Warner | J.P. Morgan Securities LLC wirehouse | Hb Wealth independent RIA | Wirehouse to independent RIA | Sep 22, 2025 | Sep 24, 2025 |
| Andrea Kiely Smith | J.P. Morgan Securities LLC wirehouse | Hb Wealth independent RIA | Wirehouse to independent RIA | Aug 24, 2025 | Aug 26, 2025 |
| Bryan E Walls | Wealth Enhancement Advisory Services, LLC BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Sep 11, 2025 |
| Brittan Fussell | Wealth Enhancement Advisory Services, LLC BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 27, 2025 |
| Michael Brandon Binnicker | Balentine independent RIA | Hb Wealth independent RIA | RIA to RIA | Jul 25, 2025 | Aug 27, 2025 (33 d) |
| Jared Everett Green | J.P. Morgan Securities LLC wirehouse | Hb Wealth independent RIA | Wirehouse to independent RIA | Jul 25, 2025 | Sep 14, 2025 (51 d) |
| Robert Pope Dibenedetto | Alliancebernstein L.P. asset manager | Hb Wealth independent RIA | Other | Jul 1, 2025 | Jul 10, 2025 |
| Rekeithen Devaughn Miller | Palisades Hudson Asset Management, L.P. independent RIA | Hb Wealth independent RIA | RIA to RIA | Jun 30, 2025 | Jul 31, 2025 (31 d) |
| Nathan Richardson Allen | Wms Partners, LLC asset manager | Hb Wealth independent RIA | Other | Jun 27, 2025 | Jan 29, 2025 |
| George Franklin Johnson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hb Wealth independent RIA | Wirehouse to independent RIA | Jun 4, 2025 | Jun 25, 2025 |
| Keir Jourdan Pienaar | Loftin Wealth Partners independent RIA | Hb Wealth independent RIA | RIA to RIA | May 30, 2025 | Jul 10, 2025 (41 d) |
| Margaret M Guenther | Buffington Mohr Mcneal independent RIA | Hb Wealth independent RIA | RIA to RIA | Mar 7, 2025 | Apr 14, 2025 (38 d) |
| Michael Anthony King | Asset Strategy Consultants LLC institutional | Hb Wealth independent RIA | Other | Feb 25, 2025 | Feb 27, 2025 |
| Bryan Michael Lopez | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 10, 2025 | Jan 22, 2025 |
| Todd Michael Wickwire | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 8, 2025 | Jan 31, 2025 |
| Martin Joseph Eby | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 29, 2025 |
| Chad Joseph Norfolk | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 22, 2025 |
| Jeffrey Leigh Hill | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Feb 5, 2025 |
| Daniel John Mento | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 7, 2025 | Jan 22, 2025 |
| Lesa Lea Crosser | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Samuel Porter Callard | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 16, 2026 (378 d) |
| John Bernard Finigan | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Hugh William Palmer | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Sean Anderson | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Harrison D Rafiq | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Amelia Claire Huppert | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Feb 3, 2025 | Feb 3, 2025 |
| Paul A Speargas | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 1, 2026 (335 d) |
| Zakia Khan Weber | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Rebecca Jane Streamo | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Timothy Robert Riley | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Zachary M. Ruchman | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 31, 2025 | Jan 31, 2025 |
| Joel Jerome Houck | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 1, 2026 (336 d) |
| Christopher Brian Walczak | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Joshua F Rowe | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Eric Matthew Bland | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
| Malgorzata Elashmawy | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Alexander Robert Price | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 22, 2025 |
| Kaitlin Carlson Zook | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Kyle Anthony Cotoia | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Natalie Ellender Whelton | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 29, 2025 |
| Eun Suk Ha | Wms Partners, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Jan 30, 2025 | Jan 24, 2025 |
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102 moves match.