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 Lodestone Wealth Management 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 |
|---|---|---|---|---|---|
| Andrew Joseph Mcdirmid | Eide Bailly Advisors, LLC independent RIA | Lodestone Wealth Management LLC independent RIA | RIA to RIA | Apr 14, 2021 | Apr 14, 2021 |
| Richard Peter Cullen | Financial Management, Inc. independent RIA | Lodestone Wealth Management LLC independent RIA | RIA to RIA | Nov 20, 2020 | Jun 16, 2020 |
| James H Terrells | First Command Financial Planning, Inc. other | Lodestone Wealth Management LLC independent RIA | Other | Jan 28, 2014 | Feb 7, 2014 |
| Kristy Lynn Maples | Alliant Securities, Inc. Turner, Nord, Kienbaum independent RIA | Lodestone Wealth Management LLC independent RIA | RIA to RIA | Jun 5, 2013 | May 19, 2011 |
| Daniel Clary Murphy | Bozarth Investment Mngt unclassified | Lodestone Wealth Management LLC independent RIA | Other | Oct 30, 2009 | Oct 15, 2009 |
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5 moves match.