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
Richard WenzelLincoln Investment BD affiliatedCapital Analysts otherOtherJun 11, 2020Nov 8, 2017
Andrew Todd BucksnerLincoln Investment BD affiliatedArchetype Advisors, LLC otherOtherJun 10, 2020Oct 23, 2020 (135 d)
Richard William WassonLincoln Investment BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherMay 21, 2020Jun 3, 2020
Ioannis Kyriakos ProfylienosLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherMay 12, 2020Apr 20, 2018
Dean Michael MackeyLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherMay 12, 2020May 24, 2019
Sean Thomas MelicanLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherMay 11, 2020Sep 30, 2019
Robert Lloyd WilsonLincoln Investment BD affiliatedIncredible Egg Financial unclassifiedOtherMay 4, 2020Jul 24, 2020 (81 d)
Graham John WilsonLincoln Investment BD affiliatedCapital Analysts otherOtherMay 1, 2020Jun 4, 2012
Duncan Graham WilsonLincoln Investment BD affiliatedCapital Analysts otherOtherMay 1, 2020Jun 4, 2012
Elizabeth Irene LoutsisLincoln Investment BD affiliatedHightower Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 16, 2020Aug 23, 2024 (1590 d)
Giuseppe VitaleLincoln Investment BD affiliatedBeacon Financial Advisory LLC otherOtherApr 15, 2020Mar 7, 2016
Tyson Joseph AsayLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherMar 2, 2020Jul 23, 2019
George HallLincoln Investment BD affiliatedSantander Securities BD affiliatedAffiliated broker-dealer or bank to anotherFeb 12, 2020Mar 3, 2020
Edward DorseyLincoln Investment BD affiliatedLegend Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 23, 2020Jan 25, 2019
Robert James BurdumyLincoln Investment BD affiliatedCapital Analysts otherOtherJan 10, 2020Sep 28, 2016
Michael Edward DunnLincoln Investment BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2019Apr 24, 2024 (1576 d)
Robin S SpencerLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherDec 10, 2019Jun 19, 2018
Gregory Michael CecchiniLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2019Sep 14, 2018
Alec SmithLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2019Mar 5, 2019
William Elmer McguireLincoln Investment BD affiliatedCapital Analysts otherOtherSep 13, 2019Dec 10, 2015
Nicole AndreLincoln Investment BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2019Sep 10, 2019
Ian Thomas PrymakLincoln Investment BD affiliatedCapital Analysts otherOtherSep 6, 2019May 25, 2016
Michael S TarasLincoln Investment BD affiliatedCapital Analysts otherOtherAug 29, 2019Apr 4, 2017
Michael Allen FisherLincoln Investment BD affiliatedDiversified, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2019Sep 9, 2019
Domini Marie AllisonLincoln Investment BD affiliatedCapital Analysts otherOtherJul 2, 2019Oct 23, 2017
Joseph Corey HowardLincoln Investment BD affiliatedPwa Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2019Jul 16, 2019
Neil Christopher GuarniereLincoln Investment BD affiliatedCapital Analysts otherOtherJun 25, 2019Dec 4, 2017
Michael Joseph MasilunasLincoln Investment BD affiliatedCapital Analysts otherOtherJun 20, 2019Apr 25, 2014
Elizabeth ManteauLincoln Investment BD affiliatedSantander Securities BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2019Sep 6, 2019 (84 d)
Robert Allan PalmaLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherJun 7, 2019May 9, 2018
Rommel GarciaLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherJun 6, 2019Apr 5, 2019
Jessica Kenney DreicerLincoln Investment BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 30, 2019Feb 8, 2021 (620 d)
Alexander Joseph CorriereLincoln Investment BD affiliatedSupreme Alliance LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2019Oct 1, 2019 (132 d)
Maria Teresa HernandezLincoln Investment BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2019Jun 13, 2019
Leonard Marion SpaldingLincoln Investment BD affiliatedGwn Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 2, 2019Apr 30, 2019
Kimberly Frances MyersLincoln Investment BD affiliatedPnc Managed Account Solutions, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 22, 2019May 1, 2019
Ricky Lawson CarrollLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherApr 18, 2019Apr 9, 2019
David Leon ShellyLincoln Investment BD affiliatedCapital Analysts otherOtherApr 16, 2019Mar 18, 2014
William J. TeagueLincoln Investment BD affiliatedCapital Analysts otherOtherApr 2, 2019Jun 4, 2012
William Jesse TeagueLincoln Investment BD affiliatedCapital Analysts otherOtherApr 2, 2019Jun 4, 2012
Kyle Austin KnoppLincoln Investment BD affiliatedPlanmember Securities Corporation independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2019Mar 11, 2019
Robert Merrill SeamanLincoln Investment BD affiliatedCapital Analysts otherOtherMar 1, 2019Mar 24, 2016
Timothy Jay MadiganLincoln Investment BD affiliatedGwn Securities Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 11, 2019Feb 1, 2019
Ralph Philip LebkuecherLincoln Investment BD affiliatedCapital Analysts otherOtherFeb 5, 2019Oct 9, 2015
Christopher Robert HousenLincoln Investment BD affiliatedCapital Analysts otherOtherJan 10, 2019Jun 4, 2012
Paul Jude ConfortiLincoln Investment BD affiliatedCapital Analysts otherOtherJan 10, 2019Jun 4, 2012
Christopher Alan LukasLincoln Investment BD affiliatedCapital Analysts otherOtherJan 10, 2019Jun 4, 2012
George M. SteinerLincoln Investment BD affiliatedCapital Analysts otherOtherJan 10, 2019Jun 4, 2012
Anthony M. ScalfaroLincoln Investment BD affiliatedCbiz Investment Advisory Services, LLC institutionalOtherJan 9, 2019Aug 19, 2020 (588 d)
Tisa Bianca OsborneLincoln Investment BD affiliatedOsborne Financial Planning LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 31, 2018Feb 5, 2021 (767 d)
Louis M FeinbergLincoln Investment BD affiliatedFifth Third Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 21, 2018Nov 29, 2018
Ian Marcello AguilarLincoln Investment BD affiliatedCapital Analysts otherOtherNov 20, 2018Jan 10, 2018
Amy Jo RiceLincoln Investment BD affiliatedOneamerica Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2018Dec 5, 2018
Peter Francis PabonLincoln Investment BD affiliatedCapital Analysts otherOtherOct 29, 2018Mar 31, 2015
Haim ShepesLincoln Investment BD affiliatedPlanmember Securities Corporation independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2018Oct 30, 2018
Angela GordonLincoln Investment BD affiliatedCapital Analysts otherOtherOct 15, 2018Jan 30, 2017
Marney SkinnerLincoln Investment BD affiliatedCapital Analysts BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2018Sep 10, 2018
Carlo Della MeaLincoln Investment BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherAug 29, 2018Aug 16, 2018
Brice Austin ParrLincoln Investment BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2018Sep 18, 2018 (43 d)
Patrick Joseph KnoxLincoln Investment BD affiliatedCapital Analysts otherOtherJul 1, 2018Aug 20, 2014
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555 moves match.