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 Lauer Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gene Robert Hamstra | Compass Financial Advisors LLC independent RIA | Lauer Wealth Management mixed wealth | RIA to RIA | Aug 3, 2020 | Aug 7, 2020 |
| John Matthew Lauer | Hightower Advisors, LLC other | Lauer Wealth Management no RAUM | Other | Oct 3, 2017 | Oct 5, 2017 |
| John Gerard Lauer | Central Wealth, LLC no RAUM | Lauer Wealth Management no RAUM | Other | May 18, 2016 | Oct 5, 2017 (505 d) |
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3 moves match.