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 Lake Street Advisors
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 |
|---|---|---|---|---|---|
| Norman Eugene Webb | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 19, 2025 | Mar 3, 2025 |
| Kameron Robert Gilchrest | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 14, 2025 | Mar 5, 2025 |
| Carolyn Bunting Ryan Decker | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 4, 2025 |
| Melissa Olszak | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Debra Anne Stokes | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Cody R Mccallum | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Matthew Robert Kreger | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Jaclyn Virginia Hirl | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Jennifer Anne Hughes | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Michael Richard Leclerc | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Gabrielle Antonia Zarrella | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Zachary Peacock | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Travis Jason Broadhurst | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Ryan Patrick Nolan | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Nicole Renee Bousquet | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Kieran James Lynch | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| William Alan George | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| Carolyn Avis Fligor | Lake Street Advisors independent RIA | Scs Capital Management LLC independent RIA | RIA to RIA | Mar 11, 2025 | Mar 3, 2025 |
| James Patrick Machinchick | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | May 30, 2025 (99 d) |
| Hunter William Steadley | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | May 27, 2025 (96 d) |
| Samuel Gordon Stanton | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | Jul 11, 2025 (141 d) |
| Rachael E Bator | Lake Street Advisors independent RIA | Cmh Wealth Management, LLC independent RIA | RIA to RIA | Oct 16, 2024 | Aug 4, 2025 (292 d) |
| Brian Joseph Durkin | Lake Street Advisors independent RIA | Gfp Private Wealth independent RIA | RIA to RIA | May 3, 2024 | May 22, 2024 |
| Christopher John Certo | Lake Street Advisors independent RIA | Lnw independent RIA | RIA to RIA | Apr 5, 2024 | May 9, 2024 (34 d) |
| Peter Willett Ankeny | Lake Street Advisors independent RIA | Wolf Pine Capital state registered | RIA to a state-registered adviser | Mar 26, 2024 | May 14, 2024 (49 d) |
| Sarah Smets | Lake Street Advisors independent RIA | Td Private Client Wealth LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2022 | Dec 2, 2022 |
| John Joseph Bosco | Lake Street Advisors independent RIA | Shepherd Kaplan LLC asset manager | Other | Feb 26, 2021 | Aug 31, 2021 (186 d) |
| Jared Robert Markson | Lake Street Advisors independent RIA | Jordan Park Group LLC independent RIA | RIA to RIA | Jan 22, 2021 | Jan 29, 2021 |
| Beverly Ann Rodrigue | Lake Street Advisors independent RIA | North American Management Corp independent RIA | RIA to RIA | Nov 26, 2018 | Dec 14, 2018 |
| Micah Williams | Lake Street Advisors other | Heritage Financial Services other | Other | Feb 23, 2018 | Mar 12, 2018 |
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30 moves match.