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 Landmark Wealth Management
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 |
|---|---|---|---|---|---|
| Wesley Austin | O'Bannon & Davis Inc. state registered | Landmark Wealth Management independent RIA | Other | May 1, 2026 | Jun 25, 2026 (55 d) |
| Mark Patrick Collard | Banc Of America Investment Services, Inc. unclassified | Landmark Wealth Management independent RIA | Other | Feb 15, 2005 | Apr 8, 2021 (5896 d) |
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2 moves match.