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 Las Olas Capital 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.

AdvisorFromToTypeLeftRegistered
Gregory Carl DrozdowCertior Financial Group, LLC independent RIALas Olas Capital Advisors, LLC otherOtherOct 1, 2025Jun 19, 2026 (261 d)
Kimberly Grace NickelKestra Advisory Services, LLC BD affiliatedLas Olas Capital Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 18, 2023Jan 26, 2024 (192 d)
Raymond Nicholas CatoneCitigroup Global Markets Inc. otherLas Olas Capital Advisors, LLC otherOtherFeb 17, 2017Mar 20, 2017 (31 d)
Paul Corkin TannerUBS Financial Services Inc. wirehouseLas Olas Capital Advisors, LLC otherOtherAug 11, 2015Jun 10, 2017 (669 d)
Samantha Ali Sullivan SindledeckerUBS Financial Services Inc. wirehouseLas Olas Capital Advisors, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 11, 2015Aug 14, 2015
Page 1 of 1
5 moves match.