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 Lcm Global 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 |
|---|---|---|---|---|---|
| Jason Lynn Boyd | Advice And Planning Services other | Lcm Global Partners LLC other | Other | Apr 21, 2015 | Jul 8, 2015 (78 d) |
| Heath Adam Flock | Cassia Capital Partners LLC independent RIA | Lcm Global Partners LLC other | Other | Aug 14, 2014 | Jun 1, 2015 (291 d) |
| Thomas A Harmon | T. Rowe Price Advisory Services, Inc. no RAUM | Lcm Global Partners LLC other | Other | Feb 18, 2014 | May 29, 2015 (465 d) |
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3 moves match.