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 White Lighthouse Investment Management, Inc.
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 |
|---|---|---|---|---|---|
| Rylee Marie Felice | Captrust institutional | White Lighthouse Investment Management, Inc. independent RIA | Other | May 21, 2026 | Jul 2, 2026 (42 d) |
| Roberta Tondo | Northwestern Mutual Investment Services,LLC no RAUM | White Lighthouse Investment Management, Inc. independent RIA | Other | Mar 5, 2026 | Mar 19, 2026 |
| Eva M Howland | Moseley Investment Management, Inc. independent RIA | White Lighthouse Investment Management, Inc. independent RIA | RIA to RIA | Jan 2, 2025 | Feb 5, 2025 (34 d) |
| Sara Alyssa Turner | Hoover Financial Advisors, Inc. other | White Lighthouse Investment Management, Inc. other | Other | Nov 2, 2016 | Jan 18, 2017 (77 d) |
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4 moves match.