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 Lotusgroup 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 |
|---|---|---|---|---|---|
| Keaton H Hamilton | Lotusgroup Advisors independent RIA | Madison Partners independent RIA | RIA to RIA | Aug 12, 2026 | Aug 14, 2026 |
| Louis Camacho Frank | Lotusgroup Advisors independent RIA | Invicta Advisors LLC independent RIA | RIA to RIA | Jan 8, 2025 | Oct 29, 2024 |
| Devonee Lynn Quinn | Lotusgroup Advisors independent RIA | Wipfli Financial Advisors, LLC independent RIA | RIA to RIA | Dec 11, 2020 | Jan 20, 2021 (40 d) |
| Gregory Robert Schowe | Lotusgroup Advisors other | J P Turner & Company Capital Management, LLC other | Other | Oct 15, 2014 | Aug 20, 2014 |
| James Matthew Weeks | Lotusgroup Advisors other | Personal Capital Advisors Corporation other | Other | Mar 1, 2012 | Jul 7, 2015 (1223 d) |
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5 moves match.