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 Lighthouse Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Oleksandr Vetoshko | Lighthouse Financial Advisors, Inc. independent RIA | Vetoshko Wealth Management state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 11, 2026 |
| Lucas Ryan Carey | Lighthouse Financial Advisors, Inc. independent RIA | Shore Financial Planning state registered | RIA to a state-registered adviser | Dec 31, 2020 | Jan 1, 2026 (1827 d) |
| Dennis Delaney Mcnamara | Lighthouse Financial Advisors, Inc. independent RIA | Whealth Advisors state registered | RIA to a state-registered adviser | May 10, 2019 | Jul 18, 2019 (69 d) |
| Kevin Richard Talty | Lighthouse Financial Advisors, Inc. independent RIA | Blue Blaze Financial Advisors, LLC independent RIA | RIA to RIA | Jun 4, 2018 | Jul 5, 2018 (31 d) |
| Frank Thomas Corrado | Lighthouse Financial Advisors, Inc. other | Blue Blaze Financial Advisors, LLC no RAUM | Other | Jul 1, 2014 | Jun 4, 2014 |
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5 moves match.