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 Oak Lane Advisors
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 |
|---|---|---|---|---|---|
| Tanner Kenneth Johnson | Oak Lane Advisors independent RIA | Zero Day Capital Enterprises LLC independent RIA | RIA to RIA | Oct 24, 2024 | Oct 28, 2024 |
| Jacob Perry Cazier | Oak Lane Advisors independent RIA | Portside Wealth Group, LLC independent RIA | RIA to RIA | Dec 7, 2023 | Dec 15, 2023 |
| Benjamin Jack Hewlett | Oak Lane Advisors independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Mar 16, 2020 (42 d) |
| Dennis Shane Mcmillan | Oak Lane Advisors other | Arete Wealth Advisors, LLC BD affiliated | Other | Mar 29, 2018 | May 18, 2018 (50 d) |
| Dustin Chad Thackeray | Oak Lane Advisors other | Crewe Advisors no RAUM | Other | Feb 13, 2015 | Mar 4, 2015 |
| Ryan Paul Halliday | Oak Lane Advisors other | Crewe Advisors no RAUM | Other | Jan 26, 2015 | Jan 26, 2015 |
| R Matthew Tullis | Oak Lane Advisors other | Regent Street Advisors LLC no RAUM | Other | Oct 29, 2014 | Apr 20, 2016 (539 d) |
| Christopher Gammell Hedquist | Oak Lane Advisors other | Allegis Investment Advisors, LLC other | Other | Nov 6, 2013 | Nov 13, 2013 |
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8 moves match.