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 Lpf Advisors, 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
Mark Armand PicchiLpf Advisors, LLC independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2025Apr 14, 2025
Kristopher Scott FlammangLpf Advisors, LLC independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2025Apr 14, 2025
Collin Trent HabigLpf Advisors, LLC independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2025Apr 14, 2025
Armando Demetrice Faucy-SmithLpf Advisors, LLC independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2025Apr 14, 2025
Adam Bruce CarterLpf Advisors, LLC independent RIAWealthplan Partners independent RIARIA to RIAApr 15, 2025Apr 18, 2025
Craig Lee SmithLpf Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2023Oct 6, 2023
Danielle Marie DeehlLpf Advisors, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2021Nov 22, 2021 (47 d)
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7 moves match.