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 Lansing Street Advisors

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
Michael Todd HorwathDiversified, LLC independent RIALansing Street Advisors independent RIARIA to RIAApr 1, 2026Apr 16, 2026
Patrick Hodes GreenhalghRBC Capital Markets, LLC national BDLansing Street Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 21, 2025Mar 24, 2025
Megan Haller KeenanRBC Capital Markets, LLC national BDLansing Street Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2023Nov 20, 2023 (54 d)
Michael Charles TopleyVeery Capital, LLC independent RIALansing Street Advisors independent RIARIA to RIAAug 13, 2020Aug 20, 2020
Matthew TopleyFortis Advisors, LLC mixed wealthLansing Street Advisors independent RIARIA to RIAMay 22, 2020Apr 27, 2020
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5 moves match.