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 Labrum Wealth Management, 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
Kent Allan ColwellLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Kimberly Marie SurberLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Bonnie Jean MoseleyLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Jason Richard LabrumLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 12, 2026 (2509 d)
Darcy Jones WadsworthLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 1, 2025 (2133 d)
Andrew Patrick GrantLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Leslie Ann ValantLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Jordie Elizabeth CzapinskiLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Apr 28, 2025 (2250 d)
Robert Edward PatersonLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Alex KlingensmithLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC no RAUMRIA to a newly registered adviserMar 1, 2019Jan 3, 2019
Thomas OhanesianLabrum Wealth Management, LLC independent RIAIntelligence Driven Advisers, LLC independent RIARIA to RIAMar 1, 2019Jan 1, 2025 (2133 d)
Jeffrey Ray LungLabrum Wealth Management, LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMar 12, 2018Oct 3, 2019 (570 d)
Christopher SyktichLabrum Wealth Management, LLC otherArbor Point Advisors otherOtherJan 2, 2018Jan 2, 2018
Travis O'Dell TullockLabrum Wealth Management, LLC otherWorld Investment Advisors, LLC institutionalOtherAug 11, 2017Mar 10, 2025 (2768 d)
Suzan Michelle HallLabrum Wealth Management, LLC otherBridge Advisory LLC otherOtherDec 17, 2014Dec 3, 2015 (351 d)
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15 moves match.