DFX Intelligence
Advisor moves
Arrivals at Hampton Rock 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bryan Scott Shuda | Truist Advisory Services, Inc. BD affiliated | Hampton Rock Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | May 15, 2026 |
| Rebekah Ann Havlinek | Dimensional Fund Advisors LP asset manager | Hampton Rock Wealth Management independent RIA | Other | Apr 29, 2025 | Jun 12, 2025 (44 d) |
| David Alan Dodson | Oppenheimer & Co. Inc. BD affiliated | Hampton Rock Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Jul 31, 2024 |
| Stuart Laidlaw Brown | Bv Investment Partners, L.P. asset manager | Hampton Rock Wealth Management no RAUM | Other | May 14, 2019 | Jul 15, 2024 (1889 d) |
Page 1 of 1
4 moves match.