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 Lifecourse Capital, 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 |
|---|---|---|---|---|---|
| Benjamin Graham Williams | Next Financial Group, Inc. BD affiliated | Lifecourse Capital, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2025 | Apr 18, 2025 |
| Michael Dwain Jones | Next Financial Group, Inc. other | Lifecourse Capital, Inc. independent RIA | Other | Jan 12, 2012 | Jan 12, 2012 |
| Stephen Joe Williams | Ssn Advisory, Inc. other | Lifecourse Capital, Inc. independent RIA | Other | Jul 9, 2004 | Feb 25, 2005 (231 d) |
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3 moves match.