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 Planning Solutions, 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.

AdvisorFromToTypeLeftRegistered
Kyle R LouvarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLifestyle Planning Solutions, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 12, 2018Dec 11, 2018
Jennifer Cox MannStratos Wealth Partners, Ltd otherLifestyle Planning Solutions, LLC no RAUMOtherOct 31, 2017Jun 17, 2015
Jon Paul PattinsonStratos Wealth Partners, Ltd otherLifestyle Planning Solutions, LLC no RAUMOtherOct 31, 2017Jun 15, 2015
Zachary BeckerleyStratos Wealth Partners, Ltd otherLifestyle Planning Solutions, LLC no RAUMOtherOct 31, 2017Apr 27, 2015
Brad Lynn CastLPL Financial LLC otherLifestyle Planning Solutions, LLC no RAUMOtherOct 28, 2015Jul 10, 2012
Matthew Kyle ShoresLPL Financial LLC otherLifestyle Planning Solutions, LLC no RAUMOtherOct 28, 2015Jul 11, 2012
Lacey E ButeynStratos Wealth Partners, Ltd otherLifestyle Planning Solutions, LLC no RAUMOtherJun 10, 2014Aug 21, 2013
Kay MayhueLPL Financial LLC otherLifestyle Planning Solutions, LLC no RAUMOtherMay 3, 2013Jul 5, 2012
Blaine Gordon MalcolmLPL Financial LLC otherLifestyle Planning Solutions, LLC no RAUMOtherMay 3, 2013Jul 11, 2012
Rick Lee KentLPL Financial LLC otherLifestyle Planning Solutions, LLC no RAUMOtherDec 14, 2010Dec 20, 2018 (2928 d)
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10 moves match.