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 Loftin Wealth Partners

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
Joshua Charles StudebakerLPL Enterprise, LLC BD affiliatedLoftin Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2026Jan 9, 2026
George Edwin RallUnited Planners' Financial Services Of America A Limited Partner independent RIALoftin Wealth Partners no RAUMOtherAug 16, 2023Oct 28, 2019
James D LoftinUnited Planners' Financial Services Of America A Limited Partner independent RIALoftin Wealth Partners no RAUMOtherNov 23, 2021Oct 28, 2019
Derek Lance RackleyMorgan Stanley wirehouseLoftin Wealth Partners independent RIAWirehouse to independent RIAMar 19, 2013Nov 7, 2024 (4251 d)
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4 moves match.