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 Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Kristine Marie PorcaroLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Mark Stephen CarleyLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 30, 2019
Michael Stephen TucciLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Glenn Edward FrankLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Frank Anthony CensulloLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Kerry Henry LuriaLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
George Edward BoutonLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
James Leo HastingsLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Jason Daniel HastingsLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Aaron Mark DerderianLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Susan Lyn PandukuLexington Wealth Management, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Oct 18, 2019
Arthur Raymond RandallLexington Wealth Management, Inc. independent RIAStrategic Investment Solutions, LLC state registeredRIA to a state-registered adviserApr 5, 2019Jan 3, 2022 (1004 d)
Daniel Joseph FlanaganLexington Wealth Management, Inc. otherCommonwealth Financial Network national BDOtherJun 12, 2015May 18, 2015
Karen Elizabeth Van VoorhisLexington Wealth Management, Inc. otherNfp Advisor Services, LLC otherOtherMay 18, 2015Jun 24, 2015 (37 d)
Roger Conant MoultonLexington Wealth Management, Inc. otherLPL Financial LLC otherOtherNov 15, 2012Aug 13, 2012
Kreg Ian PearlessLexington Wealth Management, Inc. otherUBS Financial Services Inc. wirehouseOtherSep 11, 2012Jan 12, 2015 (853 d)
Gary Douglas PomerantzLexington Wealth Management, Inc. otherEast Coast Asset Management, LLC otherOtherJul 19, 2011Jul 29, 2011
William Joseph SullivanLexington Wealth Management, Inc. otherNext Level Private LLC independent RIAOtherApr 14, 2009Aug 3, 2022 (4859 d)
Lawrence M. PostLexington Wealth Management, Inc. otherBaltimore-Washington Financial Advisors independent RIAOtherNov 16, 2006Dec 18, 2019 (4780 d)
Kenneth Joseph BucciLexington Wealth Management, Inc. otherCommonwealth Financial Network national BDOtherMar 7, 2006Mar 9, 2006
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20 moves match.