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 Financial Independence, 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 |
|---|---|---|---|---|---|
| Mackenzie Douglas Campbell | Citizens Securities, Inc. BD affiliated | Financial Independence, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 12, 2026 | Feb 12, 2026 (31 d) |
| Mark Allen Lavallee | LPL Financial LLC other | Financial Independence, LLC independent RIA | Other | Oct 15, 2009 | Sep 25, 2009 |
| Rick Walter Campbell | Hornor, Townsend & Kent, LLC other | Financial Independence, LLC independent RIA | Other | Jul 9, 2009 | Jun 1, 2009 |
Page 1 of 1
3 moves match.