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 Lasalle St. Investment Advisors, L.L.C.

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
David Steven Zoller	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Lifeworks Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 28, 2026	Sep 14, 2026
Jeffrey John Talarico	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 11, 2026	Aug 13, 2026
Sagen Richard Augustin	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Jesurun Wealth Advisors LLC state registered	Affiliated broker-dealer or bank to a state-registered adviser	Jul 21, 2026	Jul 22, 2026
Kimberly Lynn Steinbrenner	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Saxony Capital Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 7, 2026	Jul 1, 2026
Aaron James Armstrong	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Saxony Capital Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 7, 2026	Jul 1, 2026
Gregory Scott Jackson	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Cooper Mcmanus independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 26, 2026	Jun 29, 2026
Kyle Kochevar	Lasalle St. Investment Advisors, L.L.C. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Aug 7, 2025	May 12, 2026 (278 d)
Alan Richard Nadolna	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Highpoint Planning Partners no RAUM	Other	May 1, 2025	Nov 1, 2021
Tyler J Bartley	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Northcoast Asset Management LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 15, 2025	Jan 21, 2025
Levi Cole Trueblood	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Commonwealth Financial Network national BD	Affiliated broker-dealer or bank to another	Nov 27, 2024	Sep 22, 2025 (299 d)
Kurtis Zuiker	Lasalle St. Investment Advisors, L.L.C. BD affiliated	State Farm Investment Management Corp. asset manager	Other	Apr 26, 2024	May 17, 2024
Lauren T Von Qualen	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Edward Jones national BD	Affiliated broker-dealer or bank to another	Feb 26, 2024	Mar 11, 2024
Gina Marie Gallo	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Gallo & Russell unclassified	Other	Aug 28, 2023	Jul 1, 2003
Donald George Sharko	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 9, 2022	Dec 12, 2022
David Kenneth Rimkus	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 9, 2022	Dec 8, 2022
Phillip Jon Devereaux	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 18, 2022	May 9, 2022
Robert Michael Dunne	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Cetera Investment Advisers LLC BD affiliated	Affiliated broker-dealer or bank to another	Jun 22, 2022	Jun 29, 2023 (372 d)
James Joseph Cuorato	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Stonecrop Wealth Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Sep 2, 2021	Sep 1, 2021
Tammi Adele Dauby	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Brookstone Financial state registered	Affiliated broker-dealer or bank to a state-registered adviser	Jun 2, 2021	Aug 3, 2021 (62 d)
Aaron Denver Dyer	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Feb 17, 2021	Mar 23, 2021 (34 d)
Timothy J Oberley	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Independent Wealth Network, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 17, 2021	Feb 17, 2021
Robert J Meyers	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Dec 4, 2020	Dec 3, 2020
Thomas Lee Hohbach	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Dec 4, 2020	Dec 3, 2020
Michael Todd Jankowski	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Parkview Asset Management, Inc. no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jun 23, 2020	Jun 26, 2020
Andrew Jeffery David Schneider	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Buckingham Strategic Wealth, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 11, 2020	Jul 8, 2020
James David Dingle	Lasalle St. Investment Advisors, L.L.C. BD affiliated	American Trust Investment Services Advisory, Inc. state registered	Affiliated broker-dealer or bank to a state-registered adviser	Mar 31, 2020	May 6, 2020 (36 d)
Wayne Cameron Best	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Marin Wealth Advisors LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 1, 2019	Aug 9, 2013
Timothy Garfield Hartle	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Supreme Alliance LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 11, 2019	Apr 29, 2020 (415 d)
Sarah Deskovich	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Great Lakes Advisors, LLC other	Other	Mar 1, 2019	Apr 9, 2019 (39 d)
Lawrence David Rolland	Lasalle St. Investment Advisors, L.L.C. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 16, 2019	Jan 15, 2019
Ming Hu	Lasalle St. Investment Advisors, L.L.C. BD affiliated	Avantax Advisory Services other	Other	Dec 31, 2017	Jan 10, 2018
Kirk Michael Tushaus	Lasalle St. Investment Advisors, L.L.C. other	Optimist Retirement Group, LLC other	Other	Sep 12, 2017	Aug 31, 2017
Ralph Bond	Lasalle St. Investment Advisors, L.L.C. other	Packerland Brokerage Services, Inc. independent RIA	Other	Jul 6, 2017	Oct 30, 2020 (1212 d)
Lawrence Edward Gatz	Lasalle St. Investment Advisors, L.L.C. other	Kingsview Wealth Management, LLC other	Other	Mar 29, 2017	May 11, 2017 (43 d)
Molly Ambrosino	Lasalle St. Investment Advisors, L.L.C. other	Invest Financial Corporation other	Other	Oct 6, 2016	Jan 3, 2017 (89 d)
Bobby Mitchell Neeley	Lasalle St. Investment Advisors, L.L.C. other	Raymond James Financial Services Advisors, Inc other	Other	Sep 1, 2016	Sep 2, 2016
Daniel Patrick O'Halloran	Lasalle St. Investment Advisors, L.L.C. other	American Trust Investment Services Advisory, Inc. state registered	Other	Dec 31, 2014	Feb 4, 2019 (1496 d)
James Leslie Clarren	Lasalle St. Investment Advisors, L.L.C. other	Chicago Capital Management Advisors, LLC other	Other	Dec 31, 2014	Sep 4, 2014
Steven Michael Delisle	Lasalle St. Investment Advisors, L.L.C. other	Horace Mann Investors, Inc. no RAUM	Other	Jun 20, 2014	Nov 24, 2020 (2349 d)
Patricia Marie Curran	Lasalle St. Investment Advisors, L.L.C. other	Cambridge Investment Research Advisors, Inc. other	Other	May 12, 2014	Jun 5, 2014
Thomas James Kunkle	Lasalle St. Investment Advisors, L.L.C. other	American Trust Investment Services, Inc. unclassified	Other	Apr 11, 2014	May 19, 2014 (38 d)
Patrick Gill	Lasalle St. Investment Advisors, L.L.C. other	Level Four Advisory Services other	Other	Apr 11, 2014	Apr 24, 2014
Patrick Allen Lee	Lasalle St. Investment Advisors, L.L.C. other	LPL Financial LLC other	Other	Apr 4, 2014	Jul 16, 2014 (103 d)
Luke S Barnett	Lasalle St. Investment Advisors, L.L.C. other	Financial Telesis, Inc. other	Other	Mar 31, 2014	Mar 28, 2014
Jeremy Ryan Atkinson	Lasalle St. Investment Advisors, L.L.C. other	Raymond James Financial Services Advisors, Inc other	Other	Aug 1, 2013	Feb 23, 2015 (571 d)
William Blair Hammond	Lasalle St. Investment Advisors, L.L.C. other	Woodbury Financial Services, Inc. other	Other	Mar 28, 2013	Mar 28, 2013
Martin John Fogarty	Lasalle St. Investment Advisors, L.L.C. other	LPL Financial LLC other	Other	Dec 19, 2012	Sep 11, 2013 (266 d)
Ree Heather Grossman	Lasalle St. Investment Advisors, L.L.C. other	North South Capital, LLC state registered	Other	Nov 20, 2012	Nov 20, 2012
Maria Domenica Delre	Lasalle St. Investment Advisors, L.L.C. other	Osaic Wealth, Inc. other	Other	Jun 29, 2012	Jun 29, 2012
John Alexander Janis	Lasalle St. Investment Advisors, L.L.C. other	Ausdal Financial Partners, Inc. other	Other	Nov 28, 2011	Nov 28, 2011
Douglas William Deubel	Lasalle St. Investment Advisors, L.L.C. other	Raymond James & Associates, Inc. national BD	Other	Sep 30, 2011	Oct 31, 2019 (2953 d)
Eugene Christopher Ylo	Lasalle St. Investment Advisors, L.L.C. other	Wintrust Investments other	Other	Jul 8, 2011	Jul 12, 2011
Michael John Linse	Lasalle St. Investment Advisors, L.L.C. other	Principal Securities, Inc. other	Other	Oct 30, 2009	Mar 25, 2010 (146 d)
Scott David Kinderman	Lasalle St. Investment Advisors, L.L.C. other	Msi Financial Services, Inc. other	Other	Dec 31, 2008	Feb 22, 2010 (418 d)
Carl Joseph Smith	Lasalle St. Investment Advisors, L.L.C. other	Nfsg Corporation other	Other	Nov 14, 2008	Dec 23, 2008 (39 d)
Michael David Singer	Lasalle St. Investment Advisors, L.L.C. other	Chicago Capital Management Advisors, LLC other	Other	Aug 4, 2008	Apr 25, 2008
Saju Bahuleyan	Lasalle St. Investment Advisors, L.L.C. other	Advanced Equities, Inc. other	Other	Jun 20, 2008	Apr 12, 2010 (661 d)
Robert Mather Harbour	Lasalle St. Investment Advisors, L.L.C. other	LPL Financial LLC other	Other	Nov 16, 2007	Nov 15, 2007
Timothy John Stearns	Lasalle St. Investment Advisors, L.L.C. other	Brookstone Investment Advisory Services other	Other	Jul 23, 2007	Jul 24, 2007
Michael Todd Jankowski	Lasalle St. Investment Advisors, L.L.C. other	J. W. Cole Advisors, Inc. other	Other	Jan 17, 2006	Mar 29, 2006 (71 d)

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64 moves match.