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 Lotusgroup 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
Xavier Vincent LewisTrilogy Capital, Inc. independent RIALotusgroup Advisors independent RIARIA to RIAFeb 7, 2025Mar 17, 2025 (38 d)
Keaton H HamiltonBonfire Financial, LLC independent RIALotusgroup Advisors independent RIARIA to RIAOct 10, 2024Nov 12, 2024 (33 d)
Samuel Slater RedmanBlack Swift Group, LLC independent RIALotusgroup Advisors independent RIARIA to RIAJul 20, 2022Jun 21, 2024 (702 d)
Devonee Lynn QuinnLee Financial Company, LLC independent RIALotusgroup Advisors independent RIARIA to RIAJan 2, 2019Jan 9, 2019
Raphael Andre MartorelloMartorello Money Management, Inc. otherLotusgroup Advisors otherOtherMar 3, 2016May 1, 2007
James Matthew WeeksWeeks Financial Planning, LLC unclassifiedLotusgroup Advisors otherOtherAug 31, 2012Jan 11, 2012
Nicholas Stewart PirnackTransamerica Financial Advisors, LLC otherLotusgroup Advisors otherOtherNov 3, 2011Nov 18, 2011
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7 moves match.