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
Departures from Lodestar Private Asset Management 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 |
|---|---|---|---|---|---|
| Anthony Smith | Lodestar Private Asset Management LLC independent RIA | Lion Street Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 2, 2024 | Aug 13, 2025 (254 d) |
| Bryan Patrick Hasling | Lodestar Private Asset Management LLC independent RIA | Modern Financial Planning independent RIA | RIA to RIA | Jun 5, 2023 | Jun 6, 2023 |
| Thomas Andrew Howard | Lodestar Private Asset Management LLC independent RIA | Elevation Wealth Partners, LLC independent RIA | RIA to RIA | Jan 8, 2019 | Dec 7, 2018 |
| Austin Paul Hon | Lodestar Private Asset Management LLC other | Destination Wealth Management other | Other | Feb 29, 2016 | Mar 8, 2016 |
| Kevin Lyle Shelton | Lodestar Private Asset Management LLC other | Strategic Advisers LLC national BD | Other | Oct 30, 2006 | May 10, 2013 (2384 d) |
| Peter Frederick Landini | Lodestar Private Asset Management LLC other | Rbp Investment Advisors Inc. other | Other | Mar 9, 2006 | Nov 29, 2005 |
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6 moves match.