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 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
Stephen Charles PoplaskiLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 19, 2025
Aaron Pleau WadeLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 15, 2025
Larry Matthew HendersonLighthouse Financial Management, LLC independent RIAWashington Trust Advisors independent RIARIA to RIAJul 31, 2025Aug 15, 2025
Jeffrey Kohl LudkaLighthouse Financial Management, LLC independent RIAEssex Financial Services, Inc. independent RIARIA to RIAJan 2, 2024Jan 9, 2024
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4 moves match.