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 Landmark Wealth 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 |
|---|---|---|---|---|---|
| Lucas Linden Allen | Capita Financial Network, LLC independent RIA | Landmark Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 3, 2022 | Jun 15, 2022 |
| Lance Keith Tempest | Tempest Financial Advisors, L.C. unclassified | Landmark Wealth Advisors, LLC independent RIA | Other | Jul 3, 2013 | May 10, 2013 |
| Timothy G Bangerter | Bangerter Financial Group unclassified | Landmark Wealth Advisors, LLC independent RIA | Other | May 7, 2013 | May 14, 2013 |
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3 moves match.