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 Life Line Wealth Management 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 |
|---|---|---|---|---|---|
| Cristian Enrique Mundy | J.P. Morgan Securities LLC wirehouse | Life Line Wealth Management LLC independent RIA | Wirehouse to independent RIA | Apr 18, 2023 | Dec 13, 2023 (239 d) |
| Sebastian Earl Eccles | Spire Wealth Management, LLC independent RIA | Life Line Wealth Management LLC independent RIA | RIA to RIA | Jan 25, 2019 | Oct 27, 2025 (2467 d) |
Page 1 of 1
2 moves match.