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 Lutz Financial
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 |
|---|---|---|---|---|---|
| Blake Anthony Maly | Lutz Financial independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2026 | Mar 16, 2026 (40 d) |
| Anthony L Cerone | Lutz Financial other | Avior Wealth Management, LLC other | Other | Feb 3, 2016 | Feb 4, 2016 |
| Stephen Rosman Patterson | Lutz Financial other | Avior Wealth Management, LLC other | Other | Dec 3, 2015 | Dec 14, 2015 |
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3 moves match.