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 Lancaster Pollard Investment Advisory Group
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 |
|---|---|---|---|---|---|
| William Michael Courson | Lancaster Pollard Investment Advisory Group other | Clearstead; Clearstead Advisory Solutions other | Other | Dec 8, 2015 | Dec 22, 2015 |
| James Lester Ross II | Lancaster Pollard Investment Advisory Group other | Captrust institutional | Other | Dec 1, 2015 | Jan 7, 2026 (3690 d) |
| Robert Hutchinson | Lancaster Pollard Investment Advisory Group other | Td Ameritrade, Inc. no RAUM | Other | Sep 3, 2015 | Jul 19, 2016 (320 d) |
| Marshall Marraccini | Lancaster Pollard Investment Advisory Group other | Pnc Wealth Management other | Other | Apr 12, 2012 | Aug 25, 2014 (865 d) |
| Scott Kremer | Lancaster Pollard Investment Advisory Group other | Fifth Third Wealth Advisors LLC bank affiliated | Other | Feb 9, 2011 | Feb 28, 2023 (4402 d) |
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5 moves match.