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 Wealth Management

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
Michael Ross LipseyLongview Wealth Management independent RIAHb Wealth independent RIARIA to RIAMar 3, 2026Mar 9, 2026
Samuel David WishneffLongview Wealth Management independent RIAHb Wealth independent RIARIA to RIAMar 3, 2026Mar 9, 2026
Kirk LicataLongview Wealth Management independent RIARfg Advisory, LLC independent RIARIA to RIAMay 5, 2025May 8, 2025
Nathan Kruzan WilinskiLongview Wealth Management independent RIAHb Wealth independent RIARIA to RIANov 20, 2024May 19, 2025 (180 d)
Douglas James StefaniniLongview Wealth Management independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2023Mar 21, 2024 (181 d)
Spencer Jones GarrettLongview Wealth Management independent RIAChase Investment Counsel Corporation independent RIARIA to RIASep 8, 2023Sep 20, 2023
Alexander R BastronLongview Wealth Management independent RIANorthstar Financial Companies, Inc. independent RIARIA to RIASep 30, 2020Mar 30, 2026 (2007 d)
Jonathon Richard McadowLongview Wealth Management independent RIAOrion Portfolio Solutions, LLC independent RIARIA to RIASep 23, 2019May 10, 2021 (595 d)
Joel SmithLongview Wealth Management otherJoel Smith & Associates, LLC state registeredOtherJul 11, 2006Jul 5, 2006
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9 moves match.