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 Lakeside Wealth Management Group, 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
Mark William ChamberlainLakeside Wealth Management Group, LLC mixed wealthFirst Allied Advisory Services, Inc. otherOtherJun 30, 2020Jan 1, 2007
Melinda Malek ReinekeLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Thomas Francis MuldowneyLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Eugene Christopher YloLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Gerald Edward MangLakeside Wealth Management Group, LLC mixed wealthFirst Allied Advisory Services, Inc. otherOtherJun 30, 2020Jan 3, 2007
Timothy David RiceLakeside Wealth Management Group, LLC mixed wealthFirst Allied Advisory Services, Inc. otherOtherJun 30, 2020Jan 3, 2007
Kirk Lewis FutrellLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Jocelyn HibshmanLakeside Wealth Management Group, LLC mixed wealthFirst Allied Advisory Services, Inc. otherOtherJun 30, 2020Jan 3, 2007
Craig Edward DraperLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
John Joseph MastersonLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Aaron AdcockLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Timothy James VerschureLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Nicholas WaldingLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Michael Nathaniel DeleonLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Edward A CheathamLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Christopher James FrainLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Megan Elizabeth MarshallLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Kristopher John HornyakLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Cory Michael HelmbrechtLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Hunter M MangLakeside Wealth Management Group, LLC mixed wealthCaptrust institutionalOtherJun 30, 2020May 6, 2020
Jennifer Erin San FillippoLakeside Wealth Management Group, LLC mixed wealthCetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2020Nov 12, 2020 (150 d)
Shanna Jean KehoeLakeside Wealth Management Group, LLC mixed wealthCwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 26, 2020Oct 18, 2019
Scott NewhouseLakeside Wealth Management Group, LLC otherWestern International Securities otherOtherMar 13, 2017Jun 15, 2017 (94 d)
Joshua Peter KozelLakeside Wealth Management Group, LLC otherLPL Financial LLC otherOtherFeb 10, 2015Jun 27, 2011
Joseph David GastaldiLakeside Wealth Management Group, LLC otherKorhorn Financial Group otherOtherAug 16, 2013Oct 16, 2013 (61 d)
Gregory Paul FarrallLakeside Wealth Management Group, LLC otherFirst Allied Advisory Services, Inc. otherOtherJun 22, 2010Jan 3, 2007
Keith Edward MaurerLakeside Wealth Management Group, LLC otherMorgan Stanley wirehouseOtherMar 29, 2010Mar 23, 2011 (359 d)
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27 moves match.