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.

AdvisorFromToTypeLeftRegistered
Kevin LoganLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankSep 3, 2024Aug 29, 2023
Christopher Clay McananyLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2024Jul 9, 2021
George Peter HarrisLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2024May 13, 2021
Steven Donald WitterLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2024May 13, 2021
Travis MunroLincoln Investment independent RIACapital Analysts otherOtherAug 23, 2024Apr 3, 2014
Evan Michael PinneyLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJul 30, 2024Oct 31, 2023
Thomas Henry BrazierLincoln Investment independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2024Jun 28, 2024
Kenneth Alan SimonLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2024Jun 24, 2019
Ryan M PenningtonLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankMay 2, 2024Jun 5, 2023
Leo Edwin RennerLincoln Investment independent RIAMeritum Wealth Management LLC state registeredRIA to a state-registered adviserMay 1, 2024May 2, 2024
Joshua GavitLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankApr 29, 2024Oct 13, 2021
Nicholas Darwin RodkinLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankApr 25, 2024Jan 29, 2019
Robert Christopher BeaulieuLincoln Investment independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2024Apr 5, 2024
Ryan MountLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankMar 25, 2024Jun 28, 2023
Paul Anthony DickinsonLincoln Investment independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2024Feb 23, 2024
Mikel M ZeidensteinLincoln Investment independent RIAMeeder Advisory Services, Inc. independent RIARIA to RIAFeb 22, 2024Mar 19, 2025 (391 d)
Gregory Joseph WisniewLincoln Investment independent RIACapital Analysts otherOtherFeb 8, 2024Sep 4, 2014
Louis Rodolfo ManonLincoln Investment independent RIACapital Analysts otherOtherFeb 8, 2024Mar 28, 2014
Matthew HellbuschLincoln Investment independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2024Apr 9, 2024 (69 d)
Lynn Jean CraigLincoln Investment independent RIACapital Analysts otherOtherJan 30, 2024Feb 10, 2015
Scott Christopher BernstielLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJan 23, 2024Dec 13, 2023
Amanda Lyn WilliamsLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJan 16, 2024Nov 28, 2022
Jonathan Simon HarelLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2024Jul 11, 2022
Garret BensonLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2023May 4, 2022
William James SalazarLincoln Investment independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankDec 18, 2023Jan 18, 2024 (31 d)
Linda Lee TekavecLincoln Investment independent RIAStratos Wealth Advisors LLC independent RIARIA to RIADec 14, 2023Dec 14, 2023
John Walter GallagherLincoln Investment independent RIACapital Analysts otherOtherNov 1, 2023Jan 4, 2017
Leslie J. BenzakLincoln Investment independent RIACapital Analysts otherOtherNov 1, 2023Feb 11, 2015
Joseph Lee WilderLincoln Investment independent RIACapital Analysts otherOtherOct 31, 2023Dec 11, 2012
Patrick Thomas LogueLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Sep 16, 2020
James Wayne RobinsonLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Nov 8, 2020
Ryan Thomas LogueLincoln Investment independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 30, 2023Oct 30, 2023
Sean LogueLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Feb 15, 2019
Michael Timothy MamminiLincoln Investment independent RIACapital Analysts otherOtherOct 25, 2023Jun 5, 2012
Christopher M LandwairLincoln Investment independent RIACapital Analysts otherOtherOct 25, 2023Jun 4, 2012
Mitchell Lino MamminiLincoln Investment independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 25, 2023Oct 25, 2023
Debra HerrlingerLincoln Investment independent RIACapital Analysts otherOtherOct 4, 2023Mar 31, 2015
Joshua Adam SmithLincoln Investment independent RIACapital Analysts otherOtherOct 4, 2023Mar 31, 2015
Kyle MillerLincoln Investment independent RIACapital Analysts otherOtherOct 4, 2023Feb 17, 2016
Esther F Miller-SmithLincoln Investment independent RIACapital Analysts otherOtherOct 4, 2023Feb 17, 2016
Sage Justin BleakneyLincoln Investment independent RIACuso Financial Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2023Jan 8, 2024 (103 d)
Vance LitchfieldLincoln Investment independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 22, 2023Mar 7, 2024 (167 d)
Chad Ryan MullenLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankSep 20, 2023Aug 3, 2023
Jennifer SellersLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankSep 12, 2023Aug 21, 2023
Henry P MilanoLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankSep 11, 2023Jun 30, 2023
Kasey Patrick GeorgeLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2023Jun 28, 2018
Jason Andrew BeattyLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2023Feb 25, 2023
Marques Jellani BoboLincoln Investment independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 21, 2023Aug 18, 2023
Ryan J McmahonLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2023Aug 4, 2021
Brandon Joseph ArmellaLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJun 20, 2023Jul 21, 2020
Ruth ChiccaLincoln Investment independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 7, 2023Jul 14, 2023 (37 d)
Daniel James PrenticeLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJun 5, 2023Feb 16, 2023
Karl Dennis BoboLincoln Investment independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 2, 2023Jun 1, 2023
Jordan JacksonLincoln Investment independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 24, 2023Jun 22, 2023
Ronald Thomas ReitzLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2023Jan 21, 2022
Alexondra Nicole BrouwerLincoln Investment independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankApr 21, 2023Jan 16, 2019
Jay Matthew VavraLincoln Investment independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankApr 6, 2023Apr 26, 2023
Johnathan IrionsLincoln Investment independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 21, 2023Jul 28, 2023 (129 d)
Courtenay Marie LyonsLincoln Investment independent RIACapital Analysts otherOtherMar 10, 2023Aug 13, 2015
Carl Edward EricksonLincoln Investment independent RIACapital Analysts otherOtherMar 10, 2023Mar 2, 2015
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555 moves match.