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 Kathmere Capital Management, 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 |
|---|---|---|---|---|---|
| Matthew Hamilton Lugar | Tgs Financial Advisors independent RIA | Kathmere Capital Management, LLC independent RIA | RIA to RIA | Mar 4, 2026 | Mar 9, 2026 |
| David Joseph Hill | Lnw independent RIA | Kathmere Capital Management, LLC independent RIA | RIA to RIA | Apr 25, 2025 | Apr 30, 2025 |
| Brian Fenlin | Oppenheimer & Co. Inc. BD affiliated | Kathmere Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 22, 2024 | Nov 15, 2024 |
| Jason Alexander Lipka | Principal Securities, Inc. BD affiliated | Kathmere Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2022 | Mar 27, 2024 (699 d) |
| Mildred Louise Marquez Santos | Vanguard Advisers, Inc. BD affiliated | Kathmere Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2020 | Jul 24, 2025 (1751 d) |
| Brian Lynch | LPL Financial LLC BD affiliated | Kathmere Capital Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 9, 2019 | Oct 1, 2019 |
| Michael P Mcdermott | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Oct 1, 2019 |
| Kevin Mcdermott | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Oct 1, 2019 |
| Geoffrey Frederick Forcino | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Sep 30, 2019 |
| Nicholas Olesen | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Oct 1, 2019 |
| Nicholas Reed Ryder | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Oct 1, 2019 |
| Clare P Diamond | Private Advisor Group, LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Oct 1, 2019 | Oct 1, 2019 |
| Matthew Edward Lengel | LPL Financial LLC independent RIA | Kathmere Capital Management, LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2018 | Oct 1, 2019 (378 d) |
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13 moves match.