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 Ih2 Advisors & Company
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 |
|---|---|---|---|---|---|
| Abiodun Osanyinjobi | Morgan Stanley wirehouse | Ih2 Advisors & Company asset manager | Other | Jan 3, 2024 | Dec 18, 2025 (715 d) |
| Stephen M Hagan | Bny Mellon Securities Corporation BD affiliated | Ih2 Advisors & Company no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 10, 2023 | May 12, 2023 (63 d) |
| David Michael Frascella | Bny Mellon Advisors, Inc. independent RIA | Ih2 Advisors & Company asset manager | Other | Feb 7, 2023 | May 17, 2024 (465 d) |
Page 1 of 1
3 moves match.