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 Harbour Wealth Partners, 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 |
|---|---|---|---|---|---|
| Lance Allen Lyday | Harbour Wealth Partners, Inc. state registered | Raymond James & Associates, Inc. national BD | Other | Nov 12, 2018 | Jun 19, 2018 |
| Aaron David Schmiedel | Harbour Wealth Partners, Inc. state registered | Fifth Third Securities, Inc. other | Other | Mar 16, 2016 | Mar 16, 2016 |
| Jason Russell Hessler | Harbour Wealth Partners, Inc. state registered | Invst, LLC independent RIA | Other | Oct 12, 2007 | Aug 8, 2019 (4318 d) |
| Lance Allen Lyday | Harbour Wealth Partners, Inc. state registered | LPL Financial LLC other | Other | Dec 31, 2002 | Jul 31, 2000 |
| Eric Montgomery Welch | Harbour Wealth Partners, Inc. state registered | LPL Financial LLC other | Other | Dec 31, 2002 | Aug 1, 2000 |
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5 moves match.