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 Lifestyle Asset Management, Inc.

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.

AdvisorFromToTypeLeftRegistered
Chanse James WegnerCetera Investment Advisers LLC BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2026Jun 28, 2026
Robert BartonHobart Wealth independent RIALifestyle Asset Management, Inc. independent RIARIA to RIAMay 1, 2026Aug 10, 2026 (101 d)
Gary Max GoeppingerJim Poe And Associates Inc. otherLifestyle Asset Management, Inc. independent RIAOtherDec 31, 2024Aug 15, 2025 (227 d)
Jesus A PompaAvantax Advisory Services BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2023May 9, 2024 (130 d)
James Edward LatiolaisInvicta Financial Group independent RIALifestyle Asset Management, Inc. independent RIARIA to RIAAug 15, 2022Sep 30, 2022 (46 d)
Jamie Suzanne StaggsCetera Investment Advisers LLC BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2021Jul 21, 2021
Stephen Louis FougerousseFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Oct 24, 2017
Michael Allen WegnerFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Dec 5, 2016
Kyle Edward JohnstonFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jun 24, 2018
Daniel David ThomasonFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Oct 24, 2017
Steven David StockFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jun 25, 2018
Brandon Robert LockwoodFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jun 24, 2018
Kaleb Kristofer JonesFirst Allied Advisory Services, Inc. BD affiliatedLifestyle Asset Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2020Jun 24, 2018
Lotte Schmidt OptekampWoodlands Wealth Management Group LLC unclassifiedLifestyle Asset Management, Inc. independent RIAOtherAug 29, 2011Aug 1, 2011
Paul Brian JacksonSowell Management otherLifestyle Asset Management, Inc. independent RIAOtherAug 19, 2011Jul 26, 2011
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15 moves match.