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 Latitude Advisors, 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
Ryan EngleLPL Financial LLC BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2026Apr 1, 2026 (48 d)
Ernest Fred SchultzMML Investors Services, LLC BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2023Mar 14, 2024 (405 d)
William John ScanlonGwn Securities Inc. BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 29, 2022Aug 9, 2021
Patrick VolpeMML Investors Services, LLC BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2021Dec 9, 2021
Richard Gerald ColemanH. Beck, Inc. BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2019Sep 30, 2019
John W ShafferOsaic Wealth, Inc. BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2018Jan 3, 2019
Donald W TalbertOneamerica Securities, Inc. BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2018Nov 3, 2023 (1921 d)
Gilberto Matthew CarmonaGwn Securities Inc. BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2018Jul 9, 2018
Mark Christopher WoodsAvantax Advisory Services BD affiliatedLatitude Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2018Dec 9, 2024 (2362 d)
Taylor Boone HodgesPark Avenue Securities LLC otherLatitude Advisors, LLC otherOtherFeb 23, 2016Mar 1, 2016
Timothy J DavisJ.P. Morgan Securities LLC wirehouseLatitude Advisors, LLC independent RIAWirehouse to independent RIAAug 12, 2015Jan 7, 2020 (1609 d)
Mark Louis CampPhoenix Wealth Management unclassifiedLatitude Advisors, LLC otherOtherMar 7, 2014Jul 24, 2014 (139 d)
Mark Kevin KingValic Financial Advisors, Inc. otherLatitude Advisors, LLC otherOtherFeb 7, 2013Feb 5, 2013
Stephen Paul ShafferTrustmont Advisory Group, Inc. otherLatitude Advisors, LLC otherOtherDec 3, 2012Mar 20, 2013 (107 d)
Craig Roger PerkinsKovack Advisors, Inc. otherLatitude Advisors, LLC otherOtherDec 31, 2011Jan 9, 2012
Sharon Ann MerkleSsn Advisory, Inc. otherLatitude Advisors, LLC otherOtherAug 15, 2011Aug 15, 2011
Howard S GoldsonSsn Advisory, Inc. otherLatitude Advisors, LLC independent RIAOtherAug 15, 2011Mar 16, 2021 (3501 d)
Frederick William SchmalkucheSsn Advisory, Inc. otherLatitude Advisors, LLC independent RIAOtherAug 15, 2011Aug 9, 2021 (3647 d)
Craig Thomas PreisendeferHornor, Townsend & Kent, LLC otherLatitude Advisors, LLC otherOtherFeb 2, 2010May 29, 2015 (1942 d)
Eric W GoldsteinMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC independent RIAOtherDec 31, 2009Aug 9, 2021 (4239 d)
Brian Matthew BeanMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 4, 2010
Roland StadelmannMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 5, 2010
Francis Gerard MiloMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 5, 2010
James Emanuel WardMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 5, 2010
Donald W TalbertMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 6, 2010
Thomas Roger HopkinsMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 6, 2010
Lisa Marie GuthrieMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 6, 2010
John Joseph HeaneyMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Feb 5, 2010 (36 d)
Joseph Scott KomarnickiMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 4, 2010
Kathryn F. BartonMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Jan 14, 2010
Larry Donell AilesMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Feb 9, 2010 (40 d)
Hans Peter EwertMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Mar 16, 2010 (75 d)
Greg A DangarMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 31, 2009Aug 12, 2010 (224 d)
Dean Robert MoellerMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 22, 2009Dec 21, 2009
Tracey Collins HigginbothamMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 15, 2009Jan 4, 2010
David Glenn SettelmyerMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherDec 1, 2009Nov 23, 2009
Stephen Jeffrey LevineMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC independent RIAOtherNov 18, 2009Aug 9, 2021 (4282 d)
Jack Edward RadosevichMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 20, 2009
Richard Carl JarchowMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 4, 2009
David Skeens McguireMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 19, 2009
George Warren LeachMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 19, 2009
Sandra Jean RolonMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 20, 2009
Steven Randal WrightMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 20, 2009
Christine Eve SjoblomMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 16, 2009Nov 20, 2009
Donald Bradley BiddleMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 12, 2009Nov 20, 2009
Jess William GainesMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 12, 2009Nov 19, 2009
William Carl ConteMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 12, 2009Nov 19, 2009
Sean Michael DavisMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 12, 2009Jan 19, 2010 (68 d)
Jeffrey Steven LaskyMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 11, 2009Nov 2, 2009
Richard MagdalenoLPL Financial LLC otherLatitude Advisors, LLC otherOtherNov 11, 2009Jan 26, 2010 (76 d)
Todd A. LestinaMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 11, 2009Nov 2, 2009
Ernest ChisenaMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 10, 2009Nov 2, 2009
Freddie David BlumenfeldMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 10, 2009Jan 4, 2010 (55 d)
Harold Ellsworth FikeMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC independent RIAOtherNov 10, 2009Jan 11, 2023 (4810 d)
Jeffery Lynn ConnerMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC independent RIAOtherNov 10, 2009Jan 12, 2023 (4811 d)
Martin LangMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 6, 2009Nov 2, 2009
James Leslie FaylorMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 6, 2009Nov 2, 2009
Louis Edward ChomoMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherNov 5, 2009Nov 2, 2009
John Stephen BivensMedallion Advisory Services, LLC unclassifiedLatitude Advisors, LLC otherOtherOct 5, 2009Jan 8, 2010 (95 d)
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59 moves match.