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

Joseph Jing-Ting Lu

Cutler Investment Groupindependent RIAJacksonville, Or IA-onlyIAPD 4668763

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Joe Lu

At current firm

0 y

since Apr 7, 2026

In the industry

23 y

since Jun 13, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Portfolio Managerreportedcutler.comfirm site, Sep 15, 2026
Designations: CFAreportedcutler.comas printed on the bio page, Sep 16, 2026
Professional profile: cutler.com/team/joseph-lureportedcutler.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cutler Investment Group independent RIA current
since Apr 7, 2026 · Newport Beach, Ca
Conscious Capital Advisors unclassified
Aug 15, 2019 to Feb 22, 2026 · Newport Beach, Ca
Yosemite Capital Management independent RIA
Feb 8, 2019 to Mar 1, 2019 · Newport Beach, Ca
Cs Planning Corp independent RIA
Sep 28, 2018 to Dec 20, 2018 · La Mirada, Ca
Financial Advisors Network, Inc. independent RIA
Apr 30, 2015 to Mar 28, 2017 · Tustin, Ca

Moves

a registration end followed by a registration begin elsewhere

Conscious Capital Advisors to Cutler Investment Group
left Feb 22, 2026, registered Apr 7, 2026 (44 days) · Other
Yosemite Capital Management to Conscious Capital Advisors
left Mar 1, 2019, registered Aug 15, 2019 (167 days) · Other
Cs Planning Corp to Yosemite Capital Management
left Dec 20, 2018, registered Feb 8, 2019 (50 days) · RIA to RIA
Financial Advisors Network, Inc. to Cs Planning Corp
left Mar 28, 2017, registered Sep 28, 2018 (549 days) · Other

Signals

Joseph Jing-Ting Lu left Conscious Capital Advisors for Cutler Investment Group (registered 2026-04-07)
Feb 22, 2026 · 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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address