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 Hidden Cove Wealth Management

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
Andrew Nicholas TurnerOsaic Wealth, Inc. BD affiliatedHidden Cove Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 4, 2022Sep 30, 2022
Ron Eugene ElzigOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Shane Dale DirOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Jordan Anthony BinghamOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Jonathan Nollan MageeOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Chad BeardenOnedigital institutionalHidden Cove Wealth Management no RAUMOtherMay 4, 2022Mar 25, 2022
Ashley Kristin GogginsMorgan Stanley wirehouseHidden Cove Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 29, 2021Mar 25, 2022 (177 d)
Page 1 of 1
7 moves match.