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 Lexington Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Susan Lyn PandukuChoreo, LLC otherLexington Wealth Management, Inc. independent RIAOtherJun 20, 2018Jul 30, 2018 (40 d)
Kerry Henry LuriaPeak Financial Management Inc otherLexington Wealth Management, Inc. independent RIAOtherOct 1, 2014May 31, 2018 (1338 d)
Roger Conant MoultonCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherOct 15, 2010Mar 21, 2012 (523 d)
Mark Stephen CarleyCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherOct 15, 2010Mar 21, 2012 (523 d)
Frank Anthony CensulloCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherOct 15, 2010Mar 21, 2012 (523 d)
Glenn Edward FrankCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherMay 3, 2010Apr 21, 2010
Daniel Joseph FlanaganCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherMay 3, 2010Jan 7, 2010
Karen Elizabeth Van VoorhisCalibre Advisory Services Inc. unclassifiedLexington Wealth Management, Inc. otherOtherMay 3, 2010Sep 26, 2011 (511 d)
Arthur Raymond RandallEthos Advisory Services, Inc. unclassifiedLexington Wealth Management, Inc. otherOtherDec 31, 2009Oct 23, 2009
Gary Douglas PomerantzWingate Planning Corp no RAUMLexington Wealth Management, Inc. otherOtherOct 11, 2006Sep 22, 2006
Kristine Marie PorcaroLexington/Bridgewater Wealth Management, LLC unclassifiedLexington Wealth Management, Inc. otherOtherNov 22, 2005Jun 20, 2005
Michael Stephen TucciLexington/Bridgewater Wealth Management, LLC unclassifiedLexington Wealth Management, Inc. otherOtherNov 22, 2005Jun 20, 2005
Lawrence M. PostLexington/Bridgewater Wealth Management, LLC unclassifiedLexington Wealth Management, Inc. otherOtherNov 22, 2005Jun 20, 2005
Kenneth Joseph BucciLexington/Bridgewater Wealth Management, LLC unclassifiedLexington Wealth Management, Inc. otherOtherNov 22, 2005Jun 20, 2005
William Joseph SullivanLexington/Bridgewater Wealth Management, LLC unclassifiedLexington Wealth Management, Inc. otherOtherNov 22, 2005Jun 20, 2005
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15 moves match.