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 Lukas Total Wealth
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 |
|---|---|---|---|---|---|
| Austin Joshua Eldon Boots | MML Investors Services, LLC BD affiliated | Lukas Total Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 26, 2024 | Sep 1, 2024 (159 d) |
| Sherri Simancas | Edward Jones national BD | Lukas Total Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 27, 2022 | Jun 9, 2022 |
| David Andrew Lukas | Signature Investments, Inc. other | Lukas Total Wealth state registered | Other | Dec 31, 2015 | Jan 25, 2016 |
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3 moves match.