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 The Life Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexander Triska | The Life Wealth Group independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2026 | Jul 23, 2026 |
| Joseph Anthony Continelli | The Life Wealth Group independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 8, 2026 | Jul 29, 2026 (112 d) |
| Shane Spence | The Life Wealth Group independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 12, 2025 | Oct 17, 2025 (35 d) |
| Brian Youngs | The Life Wealth Group independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2025 | Aug 12, 2025 |
Page 1 of 1
4 moves match.