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 Hoot Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael C Padilla | Motley Fool Wealth Management, LLC independent RIA | Hoot Wealth LLC no RAUM | RIA to a newly registered adviser | Feb 12, 2025 | Jan 21, 2025 |
| Nicholas John Crow | Motley Fool Wealth Management, LLC independent RIA | Hoot Wealth LLC no RAUM | RIA to a newly registered adviser | Feb 12, 2025 | Jan 23, 2025 |
| Jared Alvah Chase | Motley Fool Wealth Management, LLC independent RIA | Hoot Wealth LLC no RAUM | RIA to a newly registered adviser | Feb 12, 2025 | Jan 21, 2025 |
| Bryan Curtis Hinmon | Bulwark Capital Management, LLC unclassified | Hoot Wealth LLC no RAUM | Other | Dec 31, 2015 | Feb 19, 2025 (3338 d) |
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4 moves match.