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 Headland Capital
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 |
|---|---|---|---|---|---|
| Byron David Stahl | LPL Financial LLC BD affiliated | Headland Capital no RAUM | Other | May 7, 2026 | Dec 17, 2024 |
| Susan Murray Dixson | Maryland Financial Group, Inc. independent RIA | Headland Capital no RAUM | RIA to a newly registered adviser | Dec 18, 2024 | Dec 20, 2024 |
| Margaret Barnett Emmet | Maryland Financial Group, Inc. independent RIA | Headland Capital independent RIA | RIA to RIA | Dec 18, 2024 | Mar 17, 2025 (89 d) |
| John Davis Plaugher | Maryland Financial Group, Inc. independent RIA | Headland Capital independent RIA | RIA to RIA | Dec 18, 2024 | Mar 12, 2025 (84 d) |
| David Whittle Upchurch | Maryland Financial Group, Inc. independent RIA | Headland Capital independent RIA | RIA to RIA | Dec 18, 2024 | Dec 9, 2025 (356 d) |
| Tyler Brooks Corn | Maryland Financial Group, Inc. independent RIA | Headland Capital no RAUM | RIA to a newly registered adviser | Dec 18, 2024 | Jan 13, 2025 |
| Morgan T Crawford | Maryland Financial Group, Inc. independent RIA | Headland Capital no RAUM | RIA to a newly registered adviser | Dec 18, 2024 | Dec 20, 2024 |
| Jordan Chalkley | Maryland Financial Group, Inc. independent RIA | Headland Capital no RAUM | RIA to a newly registered adviser | Dec 18, 2024 | Dec 20, 2024 |
| Leah A. Paul | Maryland Financial Group, Inc. independent RIA | Headland Capital no RAUM | RIA to a newly registered adviser | Dec 18, 2024 | Dec 20, 2024 |
| Eric Scott Cox | LPL Financial LLC BD affiliated | Headland Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2020 | Dec 18, 2024 (1534 d) |
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10 moves match.