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 White Lighthouse Investment Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Otto Luis Rivera | White Lighthouse Investment Management, Inc. independent RIA | Mindful Wealth state registered | RIA to a state-registered adviser | Dec 9, 2025 | Dec 11, 2025 |
| Arielle Rich Tucker | White Lighthouse Investment Management, Inc. independent RIA | Connected Financial Planning independent RIA | RIA to RIA | Aug 31, 2022 | Oct 28, 2022 (58 d) |
| Marina Hernandez | White Lighthouse Investment Management, Inc. independent RIA | Dynamic independent RIA | RIA to RIA | May 14, 2020 | Apr 20, 2020 |
| Sara Alyssa Turner | White Lighthouse Investment Management, Inc. other | Haverford Financial Services, Inc. other | Other | Mar 30, 2017 | Apr 24, 2017 |
| Ariadne Horstman | White Lighthouse Investment Management, Inc. other | Sensiba San Filippo Financial Advisers LLC other | Other | Jul 1, 2011 | Jun 6, 2013 (706 d) |
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5 moves match.