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 Landsberg Bennett Private Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael William Landsberg | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 1, 2025 (1097 d) |
| Lewis Cass Bennett | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 2, 2025 (1098 d) |
| Faiza Kedir | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Nov 29, 2021 |
| Debra Ann Cooper | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 1, 2025 (1097 d) |
| Adrienne Moore | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 2, 2025 (1098 d) |
| Flor Estela Matteen | Landsberg Bennett Private Wealth Management independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Jan 2, 2025 (1098 d) |
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6 moves match.