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 Lifepro Asset Management

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
Jason Daniel GriffithHoffman & Associates Financial & Estate Advisors, Inc. independent RIALifepro Asset Management independent RIARIA to RIAApr 10, 2026Jun 16, 2023
Eric Michael FlatenSowell Management independent RIALifepro Asset Management independent RIARIA to RIAOct 18, 2024Aug 2, 2024
Tilden Lester SowdonGwn Securities Inc. BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2023May 16, 2023
James Marks BowerGradient Advisors, LLC independent RIALifepro Asset Management independent RIARIA to RIADec 31, 2022Jan 3, 2023
Michael ZesatiThrivent Investment Management Inc. BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2022Oct 25, 2022 (33 d)
Juliet B. CardonaAmeritas Advisory Services, LLC BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2022Jan 3, 2022
Gary Scott MorrowYosemite Asset Management, LLC unclassifiedLifepro Asset Management independent RIAOtherJan 2, 2022Mar 5, 2020
Joseph Francis MacmunnAe Wealth Management, LLC BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021May 13, 2021
Biran Clifford HerndonForta Financial Group, Inc. independent RIALifepro Asset Management independent RIARIA to RIADec 23, 2020Aug 6, 2021 (226 d)
Mario Matthew UybocoVoya Financial Advisors, Inc. BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2020Nov 3, 2020
Richard Andrew BorbaCenter Street Advisors, Inc. independent RIALifepro Asset Management independent RIARIA to RIAOct 26, 2020Oct 27, 2020
Catherine PinkasFsc Securities Corporation BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Jul 1, 2020
Tonya Shyree WhiteScf Investment Advisors, Inc. BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2020Jun 16, 2020
Jennifer Lee JostAmeritas Advisory Services BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 13, 2020Feb 18, 2020
Stephen June TingFoundations Investment Advisors LLC independent RIALifepro Asset Management independent RIARIA to RIANov 21, 2019Nov 7, 2019
Timothy Joseph HaasIntegrated Wealth Concepts LLC independent RIALifepro Asset Management independent RIARIA to RIAJul 10, 2019Jul 1, 2019
Jason Robert ParrishKestra Advisory Services, LLC BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2019Mar 26, 2019
Cameron Merrill EvansCoppell Advisory Solutions LLC independent RIALifepro Asset Management independent RIARIA to RIADec 13, 2018Apr 2, 2018
Jennifer Ann LyTransamerica Financial Advisors, LLC BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2018Nov 28, 2018
Christopher Alan AbramsBrookstone Wealth Advisors, LLC independent RIALifepro Asset Management independent RIARIA to RIAOct 8, 2018Oct 4, 2018
Blake Moran CampbellVirtue Capital Management, LLC independent RIALifepro Asset Management independent RIARIA to RIASep 14, 2018Sep 26, 2018
Michael Jerry SnaselHorter Investment Management, LLC independent RIALifepro Asset Management independent RIARIA to RIAAug 30, 2018Aug 24, 2018
Denver William NowiczRegal Investment Advisors LLC BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2018May 11, 2018
R Matthew TullisRegent Street Advisors LLC asset managerLifepro Asset Management independent RIAOtherMay 16, 2018Aug 22, 2018 (98 d)
J. Burke HowardKestra Advisory Services, LLC otherLifepro Asset Management independent RIAOtherJan 11, 2018Jan 15, 2018
Anthony James MampieriKestra Advisory Services, LLC otherLifepro Asset Management independent RIAOtherJan 11, 2018Jan 15, 2018
Karin Simone Wise"Tate Asset Management" And "Dco Wealth Management" otherLifepro Asset Management independent RIAOtherDec 31, 2017Jan 3, 2018
Devin Matthew LarkinsLarkins Investment Management, LLC unclassifiedLifepro Asset Management independent RIAOtherJun 21, 2017Jun 8, 2017
Wuyang FuEsi Financial Advisors otherLifepro Asset Management independent RIAOtherOct 14, 2015Mar 16, 2017 (519 d)
Kevin Jordan CampbellOverridge Wealth Advisors otherLifepro Asset Management independent RIAOtherOct 8, 2014Aug 17, 2017 (1044 d)
Julia Sky KingIndependent Financial Partners otherLifepro Asset Management independent RIAOtherSep 13, 2012Aug 29, 2019 (2541 d)
Emile Paul DufreneUSA Wealth Management LLC otherLifepro Asset Management independent RIAOtherDec 31, 2011Nov 16, 2020 (3243 d)
Ronnie Orville CaruthersForesters Equity Services, Inc. otherLifepro Asset Management independent RIAOtherDec 13, 2011Apr 18, 2017 (1953 d)
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33 moves match.