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.
Registered advisor
Philip E Lavelle
Certified Financial Planner
Feed of 09/14/2026
At current firm
6 y
since Aug 27, 2020
In the industry
30 y
since Sep 13, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Thurston Springer Advisors BD affiliated currentsince Aug 27, 2020 · Indianapolis, In
- Robovise Dba Robo formerOct 4, 2018 to Jan 19, 2022 · Anderson, In
- New England Securities Corporation formerJan 5, 2009 to Sep 4, 2013 · Indianapolis, In
- Natcity Investments, Inc. unclassifiedFeb 3, 2003 to Dec 22, 2008 · Tipton, In
- Prudential Equity Group, LLC unclassifiedDec 10, 1998 to Feb 5, 2003 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Robovise Dba Robo to Thurston Springer Advisorsleft Jan 19, 2022, registered Aug 27, 2020 (-510 days) · RIA to affiliated broker-dealer or bank · moved with a team
- New England Securities Corporation to Robovise Dba Roboleft Sep 4, 2013, registered Oct 4, 2018 (1856 days) · Other
- Natcity Investments, Inc. to New England Securities Corporationleft Dec 22, 2008, registered Jan 5, 2009 (14 days) · Other
- Prudential Equity Group, LLC to Natcity Investments, Inc.left Feb 5, 2003, registered Feb 3, 2003 (-2 days) · Other
Signals
- Philip E Lavelle left Robovise Dba Robo for Thurston Springer Advisors (registered 2020-08-27)Jan 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address