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 Alexander Labrunerie & Co., 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
Leann KnuthAlexander Labrunerie & Co., Inc. independent RIAMader & Shannon Wealth Management independent RIARIA to RIAMay 1, 2024Jul 16, 2024 (76 d)
Paul Leland KanagoAlexander Labrunerie & Co., Inc. independent RIAConsolidated Asset Management, LLC state registeredRIA to a state-registered adviserFeb 26, 2024Jan 30, 2024
Christina Sue HakeAlexander Labrunerie & Co., Inc. otherSaxony Capital Management, LLC otherOtherJul 27, 2015Jun 5, 2015
Christopher Rocco CottoneAlexander Labrunerie & Co., Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherSep 26, 2014Oct 29, 2014 (33 d)
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4 moves match.