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 Lmcg Investments, 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 |
|---|---|---|---|---|---|
| Lars Cianciolo | Upholdings independent RIA | Lmcg Investments, LLC mixed wealth | RIA to RIA | Aug 2, 2024 | Jan 13, 2026 (529 d) |
| Scott Andrew Gillespie | Artemis Financial Advisors independent RIA | Lmcg Investments, LLC mixed wealth | RIA to RIA | Nov 16, 2023 | Nov 4, 2024 (354 d) |
| James B. Gribbell | Munder Lee Investments Ltd unclassified | Lmcg Investments, LLC other | Other | Aug 13, 2009 | Jul 22, 2009 |
| Donald Eric Cleven | Munder Lee Investments Ltd unclassified | Lmcg Investments, LLC other | Other | Aug 13, 2009 | Jul 22, 2009 |
| Christopher Hale Stoner | Munder Lee Investments Ltd unclassified | Lmcg Investments, LLC other | Other | Aug 13, 2009 | Jul 22, 2009 |
| Christopher Sean Deeley | Munder Lee Investments Ltd unclassified | Lmcg Investments, LLC other | Other | Aug 13, 2009 | Jul 22, 2009 |
| Matthew Scott Guleserian | Munder Lee Investments Ltd unclassified | Lmcg Investments, LLC other | Other | Aug 13, 2009 | Jul 22, 2009 |
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7 moves match.