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 Avenue Financial 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 |
|---|---|---|---|---|---|
| Jessica Lynn Bost | Lake Avenue Financial LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2025 | Jun 13, 2025 |
| Eric Michael Lanier | Lake Avenue Financial LLC independent RIA | Higher Impact Financial, LLC state registered | RIA to a state-registered adviser | Sep 13, 2024 | Jan 1, 2026 (475 d) |
| Alex Zepkowski | Lake Avenue Financial LLC independent RIA | Kinetic Investment Management, Inc. independent RIA | RIA to RIA | Jun 13, 2023 | Jul 1, 2026 (1114 d) |
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3 moves match.