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 Lamco Advisory 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 |
|---|---|---|---|---|---|
| Sally Ann Hanley-Whitworth | Lamco Advisory Services Inc. other | Advus Financial Partners, LLC mixed wealth | Other | Jun 18, 2021 | Jan 16, 2025 (1308 d) |
| Mark Lamoriello | Lamco Advisory Services Inc. other | Lockwood Financial Services, Inc. unclassified | Other | Jun 18, 2021 | Oct 30, 2000 |
| Andrew Stephen Zito | Lamco Advisory Services Inc. other | Advus Financial Partners, LLC other | Other | Jun 18, 2021 | Dec 6, 2021 (171 d) |
| Mitchell Austin Lamoriello | Lamco Advisory Services Inc. other | Advus Financial Partners, LLC mixed wealth | Other | Jun 18, 2021 | Jan 7, 2026 (1664 d) |
| Jeffrey Stewart Roberts | Lamco Advisory Services Inc. other | Advus Financial Partners, LLC mixed wealth | Other | Sep 28, 2020 | Jan 29, 2025 (1584 d) |
| James Angelo Duronio | Lamco Advisory Services Inc. other | William Mack & Associates Inc independent RIA | Other | Oct 30, 2019 | Aug 28, 2019 |
| Lauren Leidner Bloom | Lamco Advisory Services Inc. other | Bloom Investment state registered | Other | Dec 16, 2017 | Dec 10, 2025 (2916 d) |
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7 moves match.