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 Lee Miles 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
John Ryan BroughLee Miles LLC state registeredB.O.S.S. Retirement Advisors, LLC independent RIAOtherJan 9, 2017Jan 19, 2017
Paul Gordon EwellLee Miles LLC state registeredAllegis Investment Advisors, LLC otherOtherDec 2, 2016Dec 5, 2016
Brady Jake FullerLee Miles LLC state registeredCetera Advisor Networks LLC otherOtherJun 13, 2016Jun 23, 2016
Bradley Kirk MaplesLee Miles LLC state registeredTlg Advisors, Inc. otherOtherFeb 4, 2016Feb 10, 2016
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4 moves match.