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 Luminist Capital, 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 |
|---|---|---|---|---|---|
| Julie Lynn Lesicki | Horter Investment Management, LLC independent RIA | Luminist Capital, LLC independent RIA | RIA to RIA | Sep 25, 2025 | Nov 25, 2025 (61 d) |
| Aaron Michael Stine | Advisory Advocates LLC independent RIA | Luminist Capital, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Aug 27, 2024 |
| John Alan Hill | Wealth Watch Advisors, Inc independent RIA | Luminist Capital, LLC no RAUM | Other | Jun 18, 2020 | Jun 19, 2020 |
| Joseph Parker Degeorge | Innovative Investment Solutions, Inc. unclassified | Luminist Capital, LLC no RAUM | Other | Dec 20, 2019 | Jun 5, 2019 |
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4 moves match.