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 Lmcg Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Singh | Lmcg Investments, LLC independent RIA | Dhyan Capital Management state registered | RIA to a state-registered adviser | Jan 5, 2023 | Apr 25, 2023 (110 d) |
| R. Todd Vingers | Lmcg Investments, LLC independent RIA | Leeward Investments asset manager | Other | Mar 29, 2022 | Mar 28, 2022 |
| Jay C. Willadsen | Lmcg Investments, LLC independent RIA | Leeward Investments asset manager | Other | Mar 29, 2022 | Mar 17, 2022 |
| Christopher Sean Deeley | Lmcg Investments, LLC other | Braver Wealth Management, LLC other | Other | Feb 3, 2016 | Oct 14, 2016 (254 d) |
| Donald Eric Cleven | Lmcg Investments, LLC other | Wedge Capital Management Llp other | Other | Oct 24, 2014 | Nov 20, 2014 |
| Christopher Hale Stoner | Lmcg Investments, LLC other | Columbia Management Investment Advisers, LLC other | Other | Sep 20, 2011 | Nov 15, 2011 (56 d) |
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6 moves match.