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 Landmark Wealth Management Group

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
Gary Arthur TangwallLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Jan 13, 2025 (60 d)
John Thomas LeviLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Dec 6, 2024
Chad David BrobergLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
Bjorn Thomas NesvoldLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Jan 1, 2025 (48 d)
Jennifer Lee Beyl-LeeLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 30, 2024
Thomas Mark SelboLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 25, 2024
Catherine Elizabeth JensonLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Dec 3, 2024
Tamara Ruth MarkLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 25, 2024
Kurt Micheal HaugenLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 23, 2024
Leah Nicole BrooksLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
Ryan Anthony TrabantLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 23, 2024
Jack Robert McnamaraLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
James Patrick GeisslerLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Nov 24, 2025 (375 d)
Christopher John FindenLandmark Wealth Management Group independent RIASecurian Financial Services, Inc. independent RIARIA to RIAJul 14, 2023Jul 19, 2023
Page 1 of 1
14 moves match.