DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Advisory Advocates 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Aaron Michael Stine | Advisory Advocates LLC independent RIA | Luminist Capital, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Aug 27, 2024 |
| Michelle Leanne Ford | Advisory Advocates LLC independent RIA | Equity Advisors, LLC state registered | RIA to a state-registered adviser | Apr 4, 2023 | Feb 27, 2024 (329 d) |
| John Michael Timmermans | Advisory Advocates LLC independent RIA | Rm Investment Strategies, LLC no RAUM | RIA to a newly registered adviser | May 5, 2021 | Oct 28, 2022 (541 d) |
| Michael A Lewin | Advisory Advocates LLC independent RIA | Sowell Management independent RIA | RIA to RIA | May 15, 2018 | May 30, 2018 |
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4 moves match.