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 Hefren-Tillotson, Inc.

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
Robert Joseph PalmerLPL Financial LLC BD affiliatedHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2021Jul 30, 2021
Brian Patrick JohnsValic Financial Advisors, Inc. BD affiliatedHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Jan 5, 2021 (53 d)
Joseph D ThompsonRaymond James & Associates, Inc. national BDHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2020Feb 11, 2021 (232 d)
Ryan Samuel NaplesAllegheny Investments independent RIAHefren-Tillotson, Inc. independent RIARIA to RIADec 2, 2019Dec 23, 2019
Tammy Sue NeffMuhlenkamp & Co Inc mixed wealthHefren-Tillotson, Inc. independent RIARIA to RIAFeb 4, 2019Dec 5, 2019 (304 d)
Richard Joseph ScottiPnc Capital Advisors LLC otherHefren-Tillotson, Inc. independent RIAOtherJan 24, 2019Jul 29, 2019 (186 d)
Timothy J HunkelePnc Wealth Management BD affiliatedHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2018Aug 15, 2019 (252 d)
Allison Marie DeklewaCambridge Investment Research Advisors, Inc. BD affiliatedHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2018Jun 6, 2018
Kaitlyn Jo KocubaAmeriprise Financial Services, LLC national BDHefren-Tillotson, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2018Jun 5, 2018
Ryan Alan ChurchfieldPnc Wealth Management otherHefren-Tillotson, Inc. otherOtherSep 5, 2017Sep 1, 2017
Brandon James CoppaRBC Capital Markets, LLC national BDHefren-Tillotson, Inc. otherOtherJul 26, 2017Jul 13, 2017
Debbie L Montag-EvansStratos Wealth Partners, Ltd otherHefren-Tillotson, Inc. otherOtherMay 18, 2017Apr 26, 2017
Travis Ned BarkerMid Atlantic Financial Management, Inc. otherHefren-Tillotson, Inc. otherOtherNov 18, 2016Mar 14, 2017 (116 d)
Nichole Marie HeidePnc Wealth Management otherHefren-Tillotson, Inc. otherOtherOct 13, 2016Apr 10, 2017 (179 d)
Josiah David HoffmanMsi Financial Services, Inc. otherHefren-Tillotson, Inc. otherOtherJul 11, 2016Jul 8, 2016
Daniel Friedrich GossCitizens Securities, Inc. otherHefren-Tillotson, Inc. independent RIAOtherJun 6, 2016Apr 12, 2019 (1040 d)
Kathryn Joyce BrucknerAdvice And Planning Services otherHefren-Tillotson, Inc. otherOtherMay 11, 2016Jun 3, 2016
Brian David KocherzatMorgan Stanley wirehouseHefren-Tillotson, Inc. independent RIAWirehouse to independent RIAOct 14, 2015Jan 23, 2019 (1197 d)
Benjamin Paul BurkleyAbsolute Capital Management, LLC otherHefren-Tillotson, Inc. otherOtherOct 12, 2015Oct 14, 2015
George MaccarelliPnc Wealth Management otherHefren-Tillotson, Inc. otherOtherJul 28, 2014Aug 4, 2014
Trevor Joel MccanceLPL Financial LLC otherHefren-Tillotson, Inc. otherOtherJun 13, 2013Jun 6, 2013
Gina Gianni HarbisonMorgan Stanley wirehouseHefren-Tillotson, Inc. otherOtherApr 2, 2013Oct 22, 2014 (568 d)
Joseph Nick GrunwaldAdvice And Planning Services otherHefren-Tillotson, Inc. otherOtherJul 3, 2012Jul 9, 2012
David AldersonAdvice And Planning Services otherHefren-Tillotson, Inc. otherOtherJun 2, 2012Jun 1, 2012
Jason Alan HitchmanCookson Peirce Wealth Management otherHefren-Tillotson, Inc. otherOtherDec 8, 2011Dec 9, 2011
Amanda Gail BlountJ.J.B. Hilliard, W.L. Lyons, LLC otherHefren-Tillotson, Inc. otherOtherSep 19, 2011Oct 13, 2011
Kathryn Luffy ClarkFederated Securities Corp. no RAUMHefren-Tillotson, Inc. otherOtherDec 8, 2010Mar 29, 2012 (477 d)
Alphonse Steven WeberCookson Peirce Wealth Management otherHefren-Tillotson, Inc. otherOtherOct 27, 2009Oct 12, 2009
Edward M LettieriInvesco Aim Private Asset Management, Inc. unclassifiedHefren-Tillotson, Inc. otherOtherOct 7, 2008Aug 18, 2017 (3237 d)
Katie Elizabeth BowersStrategic Advisers LLC national BDHefren-Tillotson, Inc. otherOtherFeb 11, 2008Jan 28, 2008
Deron Mark DonalsonPnc Wealth Management otherHefren-Tillotson, Inc. otherOtherJan 23, 2008Jun 2, 2008 (131 d)
Patricia Mary JohnJ.J.B. Hilliard, W.L. Lyons, LLC otherHefren-Tillotson, Inc. otherOtherMar 31, 2003Mar 16, 2010 (2542 d)
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32 moves match.