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 Legacy Planning Group
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 |
|---|---|---|---|---|---|
| David William James | Legacy Planning Group other | Lone Peak Capital Management, LLC state registered | Other | Dec 31, 2018 | Jan 30, 2017 |
| John Darren Coles | Legacy Planning Group other | Lone Peak Capital Management, LLC state registered | Other | Dec 31, 2018 | Jan 30, 2017 |
| Michael L Child | Legacy Planning Group other | Lpg Capital Management state registered | Other | Dec 27, 2018 | Jun 1, 2018 |
| Travis John Hudak | Legacy Planning Group other | Lone Peak Capital Management, LLC state registered | Other | Dec 19, 2018 | Jan 30, 2017 |
| Michael Phillip Owen | Legacy Planning Group other | Lone Peak Capital Management, LLC state registered | Other | Oct 26, 2018 | Jan 30, 2017 |
| Tyler Scott Olson | Legacy Planning Group other | Lone Peak Advisers independent RIA | Other | Aug 13, 2018 | Aug 14, 2018 |
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6 moves match.