DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Rpata, 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 |
|---|---|---|---|---|---|
| Wesley Hammond Lacey | Ameriprise Financial Services, LLC national BD | Rpata, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2017 | Feb 10, 2017 |
| Lauren Douglas Carpenter | Raymond James & Associates, Inc. national BD | Rpata, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2013 | May 27, 2026 (4604 d) |
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2 moves match.