DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Advisory Advocates 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 |
|---|---|---|---|---|---|
| Larry Andreano | L.M. Kohn & Company independent RIA | Advisory Advocates LLC independent RIA | RIA to RIA | Sep 8, 2025 | Jun 5, 2025 |
| Joseph Thomas Bonadies | L.M. Kohn & Company independent RIA | Advisory Advocates LLC independent RIA | RIA to RIA | Sep 8, 2025 | Jun 3, 2025 |
| Michelle Leanne Ford | Lifelong Retirement Corp unclassified | Advisory Advocates LLC independent RIA | Other | Mar 27, 2024 | Feb 9, 2023 |
| John Alan Hill | Luminist Capital, LLC no RAUM | Advisory Advocates LLC independent RIA | Other | Mar 24, 2022 | Jan 31, 2022 |
| Elizabeth Anne Burgess | Legacy Planning & Associates, Inc. independent RIA | Advisory Advocates LLC independent RIA | RIA to RIA | Dec 31, 2021 | Feb 4, 2021 |
| Michael Randolph Cook | Legacy Planning & Associates, Inc. independent RIA | Advisory Advocates LLC independent RIA | RIA to RIA | Dec 31, 2021 | Feb 4, 2021 |
| Aaron Michael Stine | Osaic Wealth, Inc. BD affiliated | Advisory Advocates LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2021 | Oct 16, 2023 (728 d) |
| Alan P Tubbergen | Plp Advisors, LLC other | Advisory Advocates LLC independent RIA | Other | Mar 6, 2021 | Mar 6, 2021 |
| Joseph Parker Degeorge | Investment Consulting Group Inc other | Advisory Advocates LLC independent RIA | Other | Sep 30, 2020 | Sep 24, 2020 |
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9 moves match.