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 Fox Hill 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
Jethro Saah KollieBeck Bode LLC independent RIAFox Hill Wealth Management independent RIARIA to RIAJul 1, 2024Aug 28, 2024 (58 d)
Patricia Bryniarski WelshBeck Bode LLC independent RIAFox Hill Wealth Management independent RIARIA to RIANov 10, 2022Dec 13, 2022 (33 d)
William RyanBeck Bode LLC independent RIAFox Hill Wealth Management independent RIARIA to RIAJul 14, 2022Aug 10, 2022
Eric Christopher BenzBeck Bode LLC independent RIAFox Hill Wealth Management independent RIARIA to RIAJul 14, 2022Aug 10, 2022
Michael Doherty BrownUBS Financial Services Inc. wirehouseFox Hill Wealth Management independent RIAWirehouse to independent RIAFeb 4, 2022Dec 22, 2022 (321 d)
Carolann Doherty BrownPallas Capital Advisors, LLC independent RIAFox Hill Wealth Management independent RIARIA to RIAJan 4, 2022Jan 1, 2026 (1458 d)
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6 moves match.