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 Lifetime Wealth Management P.C.
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 |
|---|---|---|---|---|---|
| Zachary Daniel Taylor | The Connemara Group, LLC independent RIA | Lifetime Wealth Management P.C. independent RIA | RIA to RIA | Dec 1, 2023 | Mar 28, 2024 (118 d) |
| Sylvia Beth Mccrackin | Edward Jones national BD | Lifetime Wealth Management P.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jun 9, 2023 |
| Smitha Thomas | MML Investors Services, LLC other | Lifetime Wealth Management P.C. independent RIA | Other | Apr 22, 2009 | Mar 30, 2009 |
| Jason Andrew Potts | LPL Financial LLC other | Lifetime Wealth Management P.C. independent RIA | Other | Nov 21, 2007 | Nov 15, 2007 |
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4 moves match.