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 Longview Asset Management, 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.

AdvisorFromToTypeLeftRegistered
David Aaron CantorLongview Asset Management, LLC independent RIAMindful Investment Management Company unclassifiedOtherMar 23, 2026Mar 23, 2006
Harlan Myles FlintLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Feb 17, 2026
Martin J RodriguezLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Feb 24, 2026
Jasmine Nicole BairLongview Asset Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 23, 2026Mar 16, 2026
Emily Pauline EstesLongview Asset Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 27, 2024Sep 23, 2024
Douglas Edward LynamLongview Asset Management, LLC independent RIAInnovative Advisory Group independent RIARIA to RIAMar 27, 2024Jan 23, 2026 (667 d)
Mariah Lee SacomanLongview Asset Management, LLC independent RIAHighrocks Wealth, LLC state registeredRIA to a state-registered adviserAug 16, 2018Jun 28, 2018
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7 moves match.