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 Lincoln Investment
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 |
|---|---|---|---|---|---|
| Patrick Joseph Reilley | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 27, 2026 | Apr 15, 2015 |
| Douglas Richard Evernham | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Jun 4, 2012 |
| Robert William Shaw | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Jun 4, 2012 |
| Stephanie Louise Shaw | Lincoln Investment independent RIA | Capital Analysts other | Other | Aug 21, 2026 | Dec 12, 2012 |
| Diane Bilello | Lincoln Investment independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 13, 2026 | Aug 11, 2026 |
| Gregg Albert Libutti | Lincoln Investment independent RIA | Stifel, Nicolaus & Company, Incorporated national BD | RIA to affiliated broker-dealer or bank | Aug 13, 2026 | Aug 17, 2026 |
| Wayde Stewart Knowles | Lincoln Investment independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Jul 23, 2026 |
| Mark John Dunn | Lincoln Investment independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Jul 27, 2026 |
| James Clark Dunn | Lincoln Investment independent RIA | LPL Enterprise, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Jul 28, 2026 |
| Dylan Ray Ramos | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Oct 31, 2023 |
| Jake R Digregorio | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Oct 31, 2023 |
| Noah Douglas | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2026 | Apr 21, 2023 |
| John Michael Loper | Lincoln Investment independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jul 6, 2026 |
| Beth Ann Gibson | Lincoln Investment independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jul 9, 2026 | Jul 23, 2026 |
| Kevin Meredith Hemphill | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2026 | Jul 5, 2023 |
| Scott Accamando | Lincoln Investment independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jun 26, 2026 | Jul 10, 2026 |
| Christopher Alex Cokinis | Lincoln Investment independent RIA | Cape Investment Advisory, Inc. independent RIA | RIA to RIA | Jun 25, 2026 | Jul 14, 2026 |
| Periklis Kotsiopoulos | Lincoln Investment independent RIA | Capital Analysts other | Other | May 28, 2026 | Jan 8, 2014 |
| Emily Moore | Lincoln Investment independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 28, 2026 | May 21, 2026 |
| Julia Anne Soranno | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2026 | Apr 23, 2021 |
| Nicholas Steven Wilz | Lincoln Investment independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2026 | May 6, 2026 |
| Andre' Dericko Bell | Lincoln Investment independent RIA | Asset Allocation Strategies, LLC independent RIA | RIA to RIA | Apr 27, 2026 | Sep 11, 2026 (137 d) |
| Robert J Hetherington | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Apr 22, 2026 | Feb 8, 2023 |
| Lea Anne Smith Creekmore | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2026 | Nov 27, 2023 |
| Ian Patrick Mclaughlin | Lincoln Investment independent RIA | Janney Montgomery Scott LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 13, 2026 | Jun 17, 2026 (96 d) |
| Daniel John Hinchey | Lincoln Investment independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 10, 2026 | Mar 9, 2026 |
| Wesley Edward Labelle | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2026 | Feb 15, 2019 |
| Rodney Dean Musto | Lincoln Investment independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 26, 2026 | Feb 27, 2026 |
| Matthew Edward Herman | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 14, 2019 |
| Richard William Wasson | Lincoln Investment independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 23, 2026 |
| Shawn Grant | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 12, 2021 |
| Joshua Mark Knights | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 5, 2022 |
| Thomas Orcutt | Lincoln Investment independent RIA | Regal Investment Advisors LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Jun 16, 2025 |
| Daniel Frederick Sweetland | Lincoln Investment independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 23, 2026 |
| Tyler Kretschmar | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2026 | Oct 4, 2024 |
| Sarah Elizabeth Scattergood | Lincoln Investment independent RIA | Capital Analysts other | Other | Feb 13, 2026 | Mar 3, 2015 |
| Ryan Joseph Boyd | Lincoln Investment independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Feb 13, 2026 | Aug 21, 2026 (189 d) |
| Ryan Alexander Kuhn | Lincoln Investment independent RIA | Principal Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 12, 2026 | Apr 16, 2026 (63 d) |
| Kenneth Wilson Hawkins | Lincoln Investment independent RIA | Capital Analysts other | Other | Feb 10, 2026 | Dec 5, 2012 |
| Noah Behrend | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2026 | Oct 5, 2022 |
| Ricky Anthony Boone | Lincoln Investment independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2026 | Feb 5, 2026 |
| Brent William Soller | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2026 | Feb 23, 2024 |
| Mitchell Kyser | Lincoln Investment independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2026 | Mar 2, 2026 |
| Joshua R Janssen | Lincoln Investment independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Feb 2, 2026 | Apr 1, 2026 (58 d) |
| Jody Charles Detillier | Lincoln Investment independent RIA | Capital Analysts other | Other | Jan 27, 2026 | Oct 17, 2014 |
| Lori Detillier Taylor | Lincoln Investment independent RIA | Capital Analysts other | Other | Jan 27, 2026 | Jul 30, 2015 |
| Ruston G Matherne | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2026 | Apr 19, 2018 |
| Gavin Detillier | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 27, 2026 | Feb 1, 2023 |
| Devin Grayson | Lincoln Investment independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 20, 2026 | Feb 17, 2026 |
| Michael Christopher Croker | Lincoln Investment independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 16, 2026 |
| Marty Hodge | Lincoln Investment independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 16, 2026 |
| Christopher Haas | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | May 26, 2022 |
| Michael Jeffrey Damon | Lincoln Investment independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Jan 8, 2026 | Jan 7, 2026 |
| Christopher L. Eklund | Lincoln Investment independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Jan 8, 2026 | Jan 7, 2026 |
| Marlene Ann Burns | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Jul 31, 2024 |
| L Ray Burns | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Jul 26, 2024 |
| Jacquelyn Cook | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | Sep 14, 2024 |
| Amy T Godfrey | Lincoln Investment independent RIA | Capital Analysts BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2026 | May 11, 2023 |
| Erin Sue Lane | Lincoln Investment independent RIA | Shepherd Financial Investment Advisory LLC institutional | Other | Dec 23, 2025 | Feb 25, 2025 |
| Jason Allen Knox | Lincoln Investment independent RIA | Capital Analysts other | Other | Dec 9, 2025 | Aug 7, 2015 |
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555 moves match.