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 Arlington Partners LLC
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 |
|---|---|---|---|---|---|
| John L Lueken | Capwealth Advisors, LLC independent RIA | Arlington Partners LLC mixed wealth | RIA to RIA | Apr 15, 2020 | Jun 24, 2020 (70 d) |
| Jeffrey David Hays | Cypress Capital, LLC independent RIA | Arlington Partners LLC independent RIA | RIA to RIA | Mar 6, 2019 | Mar 19, 2019 |
| Emily Lauren Farrior | Stifel, Nicolaus & Company, Incorporated national BD | Arlington Partners LLC other | Other | May 4, 2016 | Jun 1, 2016 |
| Christopher Shannon Elliotte | Stanford Family Office, LLC unclassified | Arlington Partners LLC other | Other | Mar 13, 2009 | Jun 23, 2010 (467 d) |
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4 moves match.