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 Latitude Advisors, 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
Sharon Ann MerkleLatitude Advisors, LLC independent RIAPinnacle Wealth Strategies, LLC state registeredRIA to a state-registered adviserAug 31, 2026Aug 16, 2021
Timothy J DavisLatitude Advisors, LLC independent RIAKleinfelder Capital, Inc. independent RIARIA to RIADec 1, 2025Dec 3, 2025
Patrick VolpeLatitude Advisors, LLC independent RIABrooke Forest Capital LLC state registeredRIA to a state-registered adviserApr 1, 2024Feb 7, 2024
Stephen Paul ShafferLatitude Advisors, LLC independent RIAOneseven independent RIARIA to RIAMar 1, 2024Apr 9, 2024 (39 d)
Taylor Boone HodgesLatitude Advisors, LLC independent RIACornerstone Planning Group independent RIARIA to RIAApr 29, 2022May 2, 2022
Joseph Scott KomarnickiLatitude Advisors, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2018Oct 26, 2018
Dexter A BurlewLatitude Advisors, LLC independent RIAVoya Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2018Nov 13, 2018
Brian Matthew BeanLatitude Advisors, LLC otherWfg Advisors, LP otherOtherApr 25, 2016Apr 1, 2016
Mark Louis CampLatitude Advisors, LLC otherLifecare Funding Solutions, LLC state registeredOtherJun 2, 2015Dec 1, 2025 (3835 d)
Donald W TalbertLatitude Advisors, LLC otherMML Investors Services, LLC otherOtherMay 20, 2015Jul 1, 2015 (42 d)
Richard Carl JarchowLatitude Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 8, 2014May 14, 2014
Donald Bradley BiddleLatitude Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 8, 2014May 6, 2014
Christine Eve SjoblomLatitude Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 8, 2014May 6, 2014
Mark Kevin KingLatitude Advisors, LLC otherWfg Advisors, LP otherOtherFeb 6, 2014Jan 14, 2014
Larry Donell AilesLatitude Advisors, LLC otherSpc otherOtherMay 6, 2013May 8, 2013
Hans Peter EwertLatitude Advisors, LLC otherTrw Investments otherOtherAug 3, 2011Aug 3, 2011
Steven Randal WrightLatitude Advisors, LLC otherKovack Advisors, Inc. otherOtherFeb 19, 2010Feb 22, 2010
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17 moves match.