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 Lamco Advisory Services 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 |
|---|---|---|---|---|---|
| James Angelo Duronio | Ljpr Financial Advisors independent RIA | Lamco Advisory Services Inc. other | Other | Sep 19, 2018 | Mar 25, 2019 (187 d) |
| Jeffrey Stewart Roberts | Onedigital other | Lamco Advisory Services Inc. other | Other | Apr 13, 2017 | Jul 10, 2017 (88 d) |
| Lauren Leidner Bloom | Nfp Advisor Services, LLC other | Lamco Advisory Services Inc. other | Other | Jul 22, 2013 | Mar 21, 2016 (973 d) |
| Sally Ann Hanley-Whitworth | Lockwood Financial Services, Inc. unclassified | Lamco Advisory Services Inc. other | Other | Dec 31, 2003 | May 10, 2004 (131 d) |
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4 moves match.