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 Lifepro Asset Management

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
Mitchell MonsonLifepro Asset Management independent RIAIntegrity Advisory Solutions independent RIARIA to RIAJan 31, 2025Mar 13, 2025 (41 d)
Michael ZesatiLifepro Asset Management independent RIALarson Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 28, 2024Sep 9, 2024
Gary Scott MorrowLifepro Asset Management independent RIAOnedigital institutionalOtherJun 10, 2024Jan 1, 2025 (205 d)
Michael Woodrow BoyerLifepro Asset Management independent RIARcplanners independent RIARIA to RIAApr 5, 2024Feb 26, 2024
Stephen June TingLifepro Asset Management independent RIAGradient Advisors, LLC independent RIARIA to RIAApr 2, 2024Jan 1, 2025 (274 d)
Tamie BallLifepro Asset Management independent RIABrookstone Wealth Advisors, LLC no RAUMOtherAug 18, 2023Oct 26, 2023 (69 d)
Jennifer Ann LyLifepro Asset Management independent RIAPortfolio Medics, LLC independent RIARIA to RIAAug 2, 2023Jan 1, 2026 (883 d)
Daniel SablikLifepro Asset Management independent RIAVest Financial LLC asset managerOtherAug 2, 2023Jan 27, 2024 (178 d)
Douglas Carlton BryanLifepro Asset Management independent RIAUSA Financial Securities LLC independent RIARIA to RIAJun 16, 2023Jun 15, 2023
Timothy Joseph HaasLifepro Asset Management independent RIAProsperity Capital Advisors independent RIARIA to RIAMar 17, 2023Mar 20, 2023
J. Burke HowardLifepro Asset Management independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2022May 24, 2022
Anthony James MampieriLifepro Asset Management independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2022May 24, 2022
Karin Simone WiseLifepro Asset Management independent RIAWise Asset Management L.L.C. state registeredRIA to a state-registered adviserMar 31, 2022Jan 1, 2026 (1372 d)
Julia Sky KingLifepro Asset Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 11, 2022Mar 14, 2022
Tonya Shyree WhiteLifepro Asset Management independent RIACsp Financial Group LLC no RAUMRIA to a newly registered adviserJan 21, 2022Jan 1, 2025 (1076 d)
Biran Clifford HerndonLifepro Asset Management independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIANov 9, 2021May 11, 2022 (183 d)
David Laurance HartLifepro Asset Management independent RIASafeguard Investment Advisory Group, LLC independent RIARIA to RIAAug 19, 2021Jul 10, 2020
Richard Andrew BorbaLifepro Asset Management independent RIACenter Street Advisors, Inc. independent RIARIA to RIAJun 21, 2021Jun 22, 2021
Cameron Merrill EvansLifepro Asset Management independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 10, 2021May 11, 2021
Blake Moran CampbellLifepro Asset Management independent RIAOnesource Wealth Advisors state registeredRIA to a state-registered adviserFeb 3, 2021Apr 16, 2020
Mark Anthony SheltonLifepro Asset Management independent RIAAlexander D Cohen Investments, LLC state registeredRIA to a state-registered adviserJan 2, 2020Nov 23, 2021 (691 d)
Albert Bryan ShapiroLifepro Asset Management independent RIABankers Life Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2019Sep 5, 2019
Wuyang FuLifepro Asset Management independent RIAW&S Brokerage Services, Inc. no RAUMRIA to a newly registered adviserDec 31, 2018Mar 27, 2019 (86 d)
R Matthew TullisLifepro Asset Management independent RIAForesight Wealth Management, LLC independent RIARIA to RIAOct 8, 2018Oct 9, 2018
Joseph Daniel SchweigerLifepro Asset Management independent RIAPure Financial Advisors, LLC independent RIARIA to RIAJun 29, 2018Jan 8, 2021 (924 d)
Kevin Jordan CampbellLifepro Asset Management independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 19, 2018Apr 9, 2018 (49 d)
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26 moves match.