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 Lincoln Douglas Investments, 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 |
|---|---|---|---|---|---|
| Mark Christopher Guenard | Columbia Management Investment Advisers, LLC asset manager | Lincoln Douglas Investments, LLC no RAUM | Other | Jun 23, 2022 | Jul 25, 2022 (32 d) |
| Terry Lee Hill | Raymond James Financial Services Advisors, Inc other | Lincoln Douglas Investments, LLC no RAUM | Other | Dec 23, 2013 | Feb 24, 2014 (63 d) |
| Brian Eugene Mohney | B Riley Wealth Management other | Lincoln Douglas Investments, LLC no RAUM | Other | May 10, 2011 | Jan 15, 2013 (616 d) |
| Brandon Lee Bullock | B Riley Wealth Management other | Lincoln Douglas Investments, LLC no RAUM | Other | Apr 1, 2010 | Nov 10, 2011 (588 d) |
Page 1 of 1
4 moves match.