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 Oak Lane Advisors

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
Jason Donald CapertonAdvice And Planning Services BD affiliatedOak Lane Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2023May 26, 2026 (1051 d)
Jacob Perry CazierJ. W. Cole Advisors, Inc. independent RIAOak Lane Advisors otherOtherSep 20, 2018Oct 4, 2018
Tanner Kenneth JohnsonWaddell & Reed otherOak Lane Advisors otherOtherFeb 23, 2018Mar 1, 2018
Larry Troy ClaytonWaddell & Reed otherOak Lane Advisors otherOtherFeb 23, 2018Mar 2, 2018
R Matthew TullisVigilant Investment Advisors, LLC otherOak Lane Advisors otherOtherJun 27, 2016Dec 15, 2009
Dennis Shane McmillanSignator Investors, Inc. otherOak Lane Advisors otherOtherJan 27, 2016Jan 28, 2016
Joseph Scott CannonNorthwestern Mutual Investment Services,LLC otherOak Lane Advisors otherOtherOct 31, 2013Jan 23, 2014 (84 d)
Christopher Gammell HedquistInsphere Securities, Inc. unclassifiedOak Lane Advisors otherOtherNov 1, 2010Nov 23, 2010
Ryan Paul HallidayZions Capital Advisors, Inc. otherOak Lane Advisors otherOtherJun 1, 2007Apr 15, 2009 (684 d)
Dustin Chad ThackerayPrivate Consulting Group, Inc. unclassifiedOak Lane Advisors otherOtherDec 8, 2006Aug 1, 2006
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10 moves match.