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 Lindus Advisors, 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.

AdvisorFromToTypeLeftRegistered
Jean Paul LagardeLindus Advisors, Inc. state registeredLevel Four Advisory Services otherOtherOct 22, 2015Oct 30, 2015
Scott William PainterLindus Advisors, Inc. state registeredNorthwestern Mutual Investment Services,LLC otherOtherApr 7, 2009Oct 5, 2010 (546 d)
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2 moves match.