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 Lakeview Financial Group 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 |
|---|---|---|---|---|---|
| Julie Ann Back | Cetera Advisor Networks LLC other | Lakeview Financial Group LLC other | Other | Apr 4, 2016 | Apr 18, 2006 |
| Briana Kelly Keydel | Cetera Advisor Networks LLC other | Lakeview Financial Group LLC other | Other | Apr 4, 2016 | Apr 18, 2006 |
| Jonathan Mathew Mcquade | Cetera Advisor Networks LLC other | Lakeview Financial Group LLC other | Other | Apr 1, 2016 | Jul 7, 2015 |
| George Robert Lane | LPL Financial LLC other | Lakeview Financial Group LLC other | Other | Nov 17, 2015 | May 20, 2017 (550 d) |
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4 moves match.