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 Archetype 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kevin Blain | Commonwealth Financial Network national BD | Archetype Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2026 | Jun 26, 2026 |
| Andrew Todd Bucksner | Lincoln Investment BD affiliated | Archetype Advisors, LLC other | Other | Jun 10, 2020 | Oct 23, 2020 (135 d) |
| Dennis Osborn Beadle | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Archetype Advisors, LLC other | Other | Jul 24, 2012 | Feb 25, 2015 (946 d) |
| William Joseph Lahr | Family Office Group LLC unclassified | Archetype Advisors, LLC other | Other | Jan 20, 2012 | Jul 17, 2012 (179 d) |
| M Thomas Pablo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Archetype Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 22, 2011 | Nov 18, 2011 |
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5 moves match.