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
Arrivals at Lane Brothers Investment Counsel
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 |
|---|---|---|---|---|---|
| Caradoc Crandall | Avantax Advisory Services BD affiliated | Lane Brothers Investment Counsel independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2024 | Nov 17, 2024 |
| Joseph Michael Allen | Cwm, LLC BD affiliated | Lane Brothers Investment Counsel other | Other | Apr 2, 2024 | Feb 27, 2024 |
| Megan Kema Lane | Cwm, LLC BD affiliated | Lane Brothers Investment Counsel other | Other | Apr 2, 2024 | Mar 4, 2024 |
| Randall D Loemker | Percheron Financial Services unclassified | Lane Brothers Investment Counsel other | Other | Jan 19, 2012 | Mar 12, 2012 (53 d) |
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4 moves match.