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 El Camino Real Financial Advisors
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 |
|---|---|---|---|---|---|
| Mary Elaine Lanterman | Gradient Advisors, LLC independent RIA | El Camino Real Financial Advisors state registered | RIA to a state-registered adviser | Jun 22, 2026 | Aug 13, 2026 (52 d) |
| Mary Elaine Lanterman | Secure Investment Management, LLC other | El Camino Real Financial Advisors state registered | Other | Feb 24, 2017 | Dec 12, 2017 (291 d) |
| Kraig Lee Carpenter | Sagepoint Financial, Inc. other | El Camino Real Financial Advisors state registered | Other | Apr 19, 2011 | Jan 27, 2011 |
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3 moves match.