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 Douglas C. Lane & Associates
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 |
|---|---|---|---|---|---|
| Jeremy Wittenberg | Corient independent RIA | Douglas C. Lane & Associates independent RIA | RIA to RIA | Jun 3, 2024 | Jun 26, 2024 |
| Kevin Edward Walden | Levasseur Capital Partners LLC mixed wealth | Douglas C. Lane & Associates independent RIA | RIA to RIA | Oct 1, 2020 | Oct 30, 2025 (1855 d) |
| Stephanie Torosian | Gary Goldberg Planning Services independent RIA | Douglas C. Lane & Associates independent RIA | RIA to RIA | Oct 25, 2019 | Jul 29, 2021 (643 d) |
| Thomas Decker | Morgan Stanley wirehouse | Douglas C. Lane & Associates independent RIA | Wirehouse to independent RIA | May 2, 2016 | Jul 28, 2021 (1913 d) |
| Robert David Lane | Morgan Stanley wirehouse | Douglas C. Lane & Associates independent RIA | Wirehouse to independent RIA | Apr 15, 2015 | Oct 1, 2025 (3822 d) |
| Michael S Razewski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Douglas C. Lane & Associates independent RIA | Wirehouse to independent RIA | Sep 15, 2005 | Nov 16, 2021 (5906 d) |
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6 moves match.