DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Oak Hill Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Brandon Jeromy Gromadzki | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Oak Hill Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 10, 2024 | Aug 20, 2024 (41 d) |
| Brianna Maria Buckley | Cetera Investment Advisers LLC BD affiliated | Oak Hill Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2023 | Nov 16, 2023 |
| Eric Monroe Hiatt | Ameriprise Financial Services, LLC national BD | Oak Hill Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2022 | Feb 24, 2023 (64 d) |
| Bonny Lynn Brown | Wells Fargo Advisors wirehouse | Oak Hill Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 23, 2022 | May 28, 2022 |
| Patrick Wallace Larkin | Wells Fargo Advisors wirehouse | Oak Hill Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 23, 2022 | May 9, 2022 |
| Angela Marie Larkin | Wells Fargo Advisors wirehouse | Oak Hill Wealth Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 23, 2022 | May 9, 2022 |
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6 moves match.