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 Landaas & Company
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 |
|---|---|---|---|---|---|
| Nicole Marie Eirich | Landaas & Company independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Feb 11, 2026 | Apr 2, 2026 (50 d) |
| Jacob Robert Sheaf | Landaas & Company independent RIA | Oarsman Capital, Inc independent RIA | RIA to RIA | Jan 5, 2026 | Jan 15, 2026 |
| Alexis Lin Brown | Landaas & Company independent RIA | Ellenbecker Investment Group independent RIA | RIA to RIA | Jan 23, 2024 | Jan 17, 2024 |
| Lisa Ann Lewitzke | Landaas & Company independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2023 | Jun 29, 2023 (90 d) |
| Paige Margaret Radke | Landaas & Company independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Feb 27, 2023 | Apr 18, 2023 (50 d) |
| Wendy Ann Citko | Landaas & Company independent RIA | Intrua Financial independent RIA | RIA to RIA | Oct 17, 2022 | Nov 27, 2023 (406 d) |
| Christopher Alan Evers | Landaas & Company independent RIA | Operose Advisors LLC independent RIA | RIA to RIA | Jul 27, 2022 | Jan 1, 2025 (889 d) |
| Patrick James Weyer | Landaas & Company independent RIA | Diversified Management Inc independent RIA | RIA to RIA | Aug 28, 2020 | Sep 14, 2020 |
| Paul Gerard Coldagelli | Landaas & Company other | Raymond James Financial Services Advisors, Inc other | Other | Apr 28, 2014 | Apr 28, 2014 |
| Nelson Stuart Weine | Landaas & Company other | Questar Asset Management, Inc. other | Other | Nov 6, 2013 | Nov 1, 2013 |
| Kristina Elizabeth Schnuckel | Landaas & Company other | Sii Investments, Inc. other | Other | Jun 14, 2013 | Jul 8, 2013 |
| Elizabeth Lynn Baldwin | Landaas & Company other | J.P. Morgan Securities LLC wirehouse | Other | Aug 19, 2009 | Oct 10, 2012 (1148 d) |
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12 moves match.