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 Lanier Financial Group 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 |
|---|---|---|---|---|---|
| Lewis Lanier Scruggs | Synovus Securities, Inc. independent RIA | Lanier Financial Group LLC independent RIA | RIA to RIA | Oct 31, 2023 | Oct 19, 2023 |
| Leah Renee Ruark | Synovus Securities, Inc. independent RIA | Lanier Financial Group LLC independent RIA | RIA to RIA | Oct 31, 2023 | Oct 18, 2023 |
| Melanie Ann Pozorski | Tcfg Investment Advisors, LLC independent RIA | Lanier Financial Group LLC independent RIA | RIA to RIA | Jul 12, 2023 | Apr 24, 2024 (287 d) |
Page 1 of 1
3 moves match.