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 Lauterbach Financial Advisors, 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 |
|---|---|---|---|---|---|
| Daniel Scott Sonnen | Bok Financial Private Wealth, Inc. other | Lauterbach Financial Advisors, LLC other | Other | Jun 1, 2017 | Jul 18, 2017 (47 d) |
| Crystal Lynn Rau | Usaa Financial Planning Services no RAUM | Lauterbach Financial Advisors, LLC other | Other | Mar 8, 2010 | May 20, 2010 (73 d) |
| Miguel Angel Gomez Garcia | Investors Capital Advisory other | Lauterbach Financial Advisors, LLC other | Other | Oct 15, 2009 | Oct 28, 2009 |
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3 moves match.