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 Legacy Investment Strategies, 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 |
|---|---|---|---|---|---|
| James William Olsen | Legacy Investment Strategies, LLC state registered | Arkadios Wealth Advisors BD affiliated | Other | Jun 12, 2026 | May 27, 2026 |
| Justin Earl Hensel | Legacy Investment Strategies, LLC state registered | Arkadios Wealth Advisors BD affiliated | Other | Jun 1, 2026 | May 25, 2026 |
| Frederick Mark Atiyeh | Legacy Investment Strategies, LLC state registered | LPL Financial LLC BD affiliated | Other | Jun 6, 2024 | May 20, 2025 (348 d) |
| Stephanie Barousse Kelly | Legacy Investment Strategies, LLC state registered | LPL Financial LLC other | Other | Apr 19, 2016 | May 23, 2017 (399 d) |
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4 moves match.