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 Lba Wealth Management, 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 |
|---|---|---|---|---|---|
| Matthew Boyd Cochran | Lba Wealth Management, LLC other | Bdo Wealth Advisors, LLC other | Other | May 19, 2017 | Apr 5, 2017 |
| Eugene Morris Jr | Lba Wealth Management, LLC other | Bdo Wealth Advisors, LLC other | Other | May 19, 2017 | Apr 6, 2017 |
| Kaitlyn Pandzik Weatherly | Lba Wealth Management, LLC other | Bdo Wealth Advisors, LLC other | Other | May 19, 2017 | Apr 5, 2017 |
| Jeffery T Albaneze | Lba Wealth Management, LLC other | Bdo Wealth Advisors, LLC other | Other | May 19, 2017 | Apr 5, 2017 |
| Everette Meade Seay | Lba Wealth Management, LLC other | Esi Financial Advisors other | Other | Apr 23, 2010 | Mar 5, 2012 (682 d) |
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5 moves match.