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 Lyons Wealth Management
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 |
|---|---|---|---|---|---|
| Thomas Jon Casper | Camarda Wealth Advisory Group independent RIA | Lyons Wealth Management independent RIA | RIA to RIA | Jun 10, 2022 | Jun 8, 2023 (363 d) |
| Alan Jardeleza | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Lyons Wealth Management mixed wealth | Wirehouse to independent RIA | Dec 19, 2018 | Jun 12, 2019 (175 d) |
| Jackson John Lounsberry | Sia-Summit Investment Advisors unclassified | Lyons Wealth Management independent RIA | Other | Mar 31, 2014 | Aug 18, 2026 (4523 d) |
| Ian Thomas Robertson | Fortitude Advisory Group L.L.C. other | Lyons Wealth Management other | Other | Oct 28, 2013 | Oct 24, 2013 |
| Thomas Jon Casper | Horan Capital Management,LLC other | Lyons Wealth Management other | Other | Jun 16, 2010 | Nov 12, 2009 |
| Alexander Read | Alexander Read Investment Management, Inc. unclassified | Lyons Wealth Management other | Other | Dec 22, 2009 | Aug 3, 2009 |
| Eric James Glassbrenner | Eagle Strategies LLC other | Lyons Wealth Management other | Other | Nov 21, 2008 | Feb 15, 2011 (816 d) |
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7 moves match.