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 Lyons Wealth Management

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
Alan JardelezaLyons Wealth Management independent RIAAlan & Company, LLC state registeredRIA to a state-registered adviserJun 12, 2026Jun 17, 2026
Corey David RounLyons Wealth Management independent RIASyntheticfi LLC independent RIARIA to RIADec 31, 2025Feb 5, 2026 (36 d)
Matthew Nicholas FerratuscoLyons Wealth Management independent RIAGfg Solutions independent RIARIA to RIAAug 7, 2025Jan 13, 2026 (159 d)
Thomas Jon CasperLyons Wealth Management independent RIAStansberry Asset Management, LLC independent RIARIA to RIAAug 15, 2023Sep 14, 2023
Ian Thomas RobertsonLyons Wealth Management otherCapital Management Services, Inc. independent RIAOtherMay 26, 2015Oct 16, 2015 (143 d)
Eric James GlassbrennerLyons Wealth Management otherH. Beck, Inc. otherOtherApr 15, 2014May 18, 2012
Thomas Jon CasperLyons Wealth Management otherAdvanced Equities, Inc. otherOtherSep 17, 2012Dec 9, 2010
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7 moves match.