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 Hibernia Wealth Partners, 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
Billy J MitchellStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2026Mar 18, 2026
Michael Scott MartinProspera Financial Services, Inc. BD affiliatedHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2025Mar 19, 2025
John Garrett WebbAmeriprise Financial Services, LLC national BDHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 25, 2024Aug 15, 2024
Andrew Robert SeaboughAmeriprise Financial Services, LLC national BDHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2023Jul 24, 2023
Elizabeth Clare Wolleben YoderPrivate Advisor Group, LLC BD affiliatedHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2022Jan 6, 2023
John Albert WindhamStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2022Jul 29, 2022
Paul Vincent SaltaformaggioStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2022Jul 29, 2022
Jonathan Franz SmithStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2022Jul 29, 2022
Taylor Blaine WestStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2022Jul 29, 2022
Robert KestynStratos Wealth Partners, Ltd BD affiliatedHibernia Wealth Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2022Jul 29, 2022
William Daniel SaplickiFirst Allied Advisory Services, Inc. BD affiliatedHibernia Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2020Feb 2, 2024 (1478 d)
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11 moves match.