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 Lighthouse Capital, 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.

AdvisorFromToTypeLeftRegistered
Michael Paul GalliIcapital, LLC otherLighthouse Capital, LLC state registeredOtherMar 13, 2014Mar 21, 2014
Paul Gerald EscobarU.S. Financial Advisors otherLighthouse Capital, LLC state registeredOtherNov 3, 2010Nov 5, 2010
Brian Dennis FoleyIcapital, LLC otherLighthouse Capital, LLC state registeredOtherAug 30, 2010Aug 31, 2010
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3 moves match.