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 Luminist Capital, 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
Bryon Keith SpicerLuminist Capital, LLC independent RIASimplicity Wealth no RAUMOtherJul 12, 2024Nov 13, 2019
John Alan HillLuminist Capital, LLC no RAUMAdvisory Advocates LLC independent RIAOtherMar 24, 2022Jan 31, 2022
Joseph Parker DegeorgeLuminist Capital, LLC no RAUMInvestment Consulting Group Inc otherOtherDec 23, 2019Dec 20, 2019
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3 moves match.