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 Lighthouse Capital, 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
Michael Paul GalliLighthouse Capital, LLC state registeredThe Patriot Financial Group, LLC independent RIAOtherApr 2, 2019Apr 1, 2019
Robert Charles AuditoreLighthouse Capital, LLC state registeredCaptrust Financial Advisors otherOtherOct 26, 2012Jan 2, 2013 (68 d)
Gary Michael CowlesLighthouse Capital, LLC state registeredCaptrust Financial Advisors otherOtherOct 26, 2012Sep 10, 2012
Paul Gerald EscobarLighthouse Capital, LLC state registeredSloane Mccarron Capital Advisors, LLC unclassifiedOtherSep 21, 2012Sep 26, 2011
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4 moves match.