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 Lifestyle Asset Management, Inc.

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
Gary Max GoeppingerLifestyle Asset Management, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2025Dec 12, 2025
Brandon Robert LockwoodLifestyle Asset Management, Inc. independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 5, 2024Nov 12, 2020
Mark David BrezinaLifestyle Asset Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 8, 2020Jul 31, 2020
Brooke Ashley HuckertLifestyle Asset Management, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAJun 5, 2020Apr 1, 2020
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4 moves match.