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 Lighthouse Financial Services 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 |
|---|---|---|---|---|---|
| Kyle Ray | Lighthouse Financial Services Inc other | Argosy Wealth Management independent RIA | Other | Feb 17, 2018 | Sep 12, 2018 (207 d) |
| Natalie Young | Lighthouse Financial Services Inc other | Reilly Financial Advisors other | Other | Dec 21, 2016 | Jan 3, 2017 |
| Ryan Lewis Hook | Lighthouse Financial Services Inc other | Creative Planning other | Other | Dec 23, 2015 | Jan 10, 2017 (384 d) |
| Eric Edward Swanson | Lighthouse Financial Services Inc other | Reilly Financial Advisors other | Other | Sep 17, 2015 | Nov 17, 2015 (61 d) |
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4 moves match.