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 Lonestar Registered Investment Advisors, 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 |
|---|---|---|---|---|---|
| Steven Michael Temple | Pinnacle Investment Advisors, LLC unclassified | Lonestar Registered Investment Advisors, LLC independent RIA | Other | Jul 13, 2026 | Oct 1, 2025 |
| Rolando Z Rodriguez | Oneamerica Securities, Inc. BD affiliated | Lonestar Registered Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | May 27, 2026 (65 d) |
| Sean Joseph Green | Brokersxpress LLC other | Lonestar Registered Investment Advisors, LLC no RAUM | Other | Aug 19, 2008 | Apr 17, 2014 (2067 d) |
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3 moves match.