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 Ministry Partners Securities, 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
David Robert LyonMinistry Partners Securities, LLC state registeredLyon Wealth Advisory LLC state registeredOtherFeb 18, 2025Jun 18, 2025 (120 d)
Clay PurvisMinistry Partners Securities, LLC state registered724 Capital, LLC independent RIAOtherJul 25, 2024Mar 19, 2024
Marc Alan LippincottMinistry Partners Securities, LLC state registeredUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 16, 2020Apr 15, 2020
Michelle Valdean LippincottMinistry Partners Securities, LLC state registeredUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherApr 16, 2020Apr 15, 2020
Blake Alan BjordahlMinistry Partners Securities, LLC state registeredNova Financial Services otherOtherFeb 28, 2017Apr 5, 2016
Matthew Joseph EvansMinistry Partners Securities, LLC state registeredCrown Capital Securities, L.P. otherOtherMar 15, 2016Mar 21, 2016
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6 moves match.