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.
Lindsey Tomasula Tummond
- Title
- vice president – retirement planningreportedmdrncapital.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedmdrncapital.com“Lindsey brings over 15 years of experience in the financial services industry.”
- Professional profile
- mdrncapital.com/staff-member/lindsey-tummondreportedmdrncapital.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.
- Mdrn Capital independent RIA currentsince May 27, 2026 · Scottsdale, Az
- Mcadam LLC independent RIAApr 11, 2025 to Jun 22, 2026 · Scottsdale, Az
- LPL Financial LLC BD affiliatedJul 19, 2023 to Apr 17, 2025 · Tempe, Az
- Bancwest Investment Services, Inc. (Bwis) formerAug 16, 2019 to Jul 25, 2023 · Tempe, Az
- Mcadam LLC to Mdrn Capitalleft Jun 22, 2026, registered May 27, 2026 (-26 days) · RIA to RIA
- LPL Financial LLC to Mcadam LLCleft Apr 17, 2025, registered Apr 11, 2025 (-6 days) · Affiliated broker-dealer or bank to independent RIA
- Bancwest Investment Services, Inc. (Bwis) to LPL Financial LLCleft Jul 25, 2023, registered Jul 19, 2023 (-6 days) · corporate re-registration, not a move
- Lindsey Tomasula Tummond left Mcadam Llc for Mdrn Capital (registered 2026-05-27)Jun 22, 2026 · Advisor changed firm · fact
- Lindsey Tomasula Tummond left Lpl Financial Llc for Mcadam Llc (registered 2025-04-11)Apr 17, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address