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 Lifetyme Financial 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
He MaLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJun 6, 2024Jun 10, 2024
Douglas Shattuck MillerLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherMar 21, 2024May 29, 2024 (69 d)
Carroll Clayton MatthewsLifetyme Financial Advisors, LLC state registeredPlanmember Securities Corporation independent RIAOtherFeb 15, 2021Feb 17, 2021
Mark Vincent MollonLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 26, 2021Jan 25, 2021
Henry The LuongLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC independent RIAOtherJan 22, 2021Mar 3, 2026 (1866 d)
Michael Christopher PooleLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 22, 2021Jan 27, 2021
Charles Arthur PettitLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC no RAUMOtherJan 20, 2021Nov 18, 2020
Angela Marie ValentineLifetyme Financial Advisors, LLC state registeredUnique Investment Advisors, LLC state registeredOtherDec 31, 2020Sep 1, 2020
Mark Alan FlanaganLifetyme Financial Advisors, LLC state registeredCsp Financial Group LLC independent RIAOtherDec 1, 2020Mar 5, 2026 (1920 d)
Diana BagleyLifetyme Financial Advisors, LLC state registeredThrivent Investment Management Inc. BD affiliatedOtherOct 2, 2020Nov 27, 2020 (56 d)
Ajay Jitendra VadukulLifetyme Financial Advisors, LLC state registeredEndeavor Advisors LLC independent RIAOtherJun 19, 2020Jan 1, 2025 (1657 d)
Charles Hong LuongLifetyme Financial Advisors, LLC state registeredEndeavor Advisors LLC formerOtherJun 19, 2020Jul 29, 2020 (40 d)
Ryan Patrick CosgroveLifetyme Financial Advisors, LLC state registeredEdelman Financial Engines mixed wealthOtherMay 15, 2020Jun 26, 2020 (42 d)
Michael Christopher PooleLifetyme Financial Advisors, LLC state registeredProsperity Capital Advisors otherOtherJan 4, 2017Jan 12, 2017
Samuel Ntow AsareLifetyme Financial Advisors, LLC state registeredLaser Wealth Management, Lc state registeredOtherMay 13, 2015May 13, 2015
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15 moves match.