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 Vector Financial Solutions, Inc.
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 |
|---|---|---|---|---|---|
| J Tyler Everhart | LPL Enterprise, LLC BD affiliated | Vector Financial Solutions, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 26, 2026 | Aug 28, 2026 |
| Christina Elizabeth Lawrence | Signature Resources Capital Management, LLC independent RIA | Vector Financial Solutions, Inc. state registered | RIA to a state-registered adviser | Nov 21, 2024 | Nov 29, 2024 |
| Mark Alan Lamb | Osaic Wealth, Inc. BD affiliated | Vector Financial Solutions, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 4, 2020 | Jan 2, 2026 (1885 d) |
| David Wilson | Sagepoint Financial, Inc. BD affiliated | Vector Financial Solutions, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 28, 2020 | Oct 19, 2022 (874 d) |
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4 moves match.