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 Lexington Financial/Life 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John David Santi | Lexington Financial/Life Management, LLC other | Avondale Partners, LLC other | Other | Mar 17, 2015 | Mar 17, 2015 |
| Rebecca Y Lin | Lexington Financial/Life Management, LLC other | Gradient Advisors, LLC other | Other | Oct 8, 2014 | Aug 21, 2014 |
| Ryan Sharp Bird | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jul 25, 2011 | Aug 5, 2011 |
| Parvin Nmn Manuchehri | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jan 4, 2011 | Oct 19, 2010 |
| John Ho Seo | Lexington Financial/Life Management, LLC other | Consilium Wealth Management other | Other | Jan 4, 2011 | Oct 20, 2010 |
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5 moves match.