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 Lynx Investment Advisory, 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 |
|---|---|---|---|---|---|
| Heather Tracey Errigo | Lynx Investment Advisory, LLC independent RIA | Cibc Private Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Mar 27, 2025 |
| Joel Douglas Hosner | Lynx Investment Advisory, LLC independent RIA | Wbh Advisory, Inc. independent RIA | RIA to RIA | Apr 28, 2023 | May 9, 2023 |
| Justin James Ellsesser | Lynx Investment Advisory, LLC other | Matthias Private Wealth, LLC independent RIA | Other | Feb 28, 2017 | Sep 18, 2025 (3124 d) |
| Matthew David Gelfand | Lynx Investment Advisory, LLC other | Potomac Asset Management Co Inc other | Other | Oct 23, 2009 | Nov 3, 2009 |
| Michael R Marsh | Lynx Investment Advisory, LLC other | Rockefeller & Co., Inc. other | Other | Oct 23, 2009 | Dec 1, 2011 (769 d) |
| Adrian Bohdan Kutko | Lynx Investment Advisory, LLC other | Gfo Advisory Services, LLC other | Other | Mar 13, 2007 | Mar 12, 2007 |
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6 moves match.