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 Lumature Wealth Partners, 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 |
|---|---|---|---|---|---|
| Charles Joseph Costa | United Capital Financial Advisors BD affiliated | Lumature Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2020 | Jun 4, 2020 |
| Charles Wesley Davidson | United Capital Financial Advisors BD affiliated | Lumature Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2020 | Jun 3, 2020 |
| Ralph Corley Watson | United Capital Financial Advisors BD affiliated | Lumature Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2020 | Jun 4, 2020 |
| Wesley Blake Turner | United Capital Financial Advisors BD affiliated | Lumature Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2020 | Jun 3, 2020 |
| Kelly Manning Rodriguez | United Capital Financial Advisors BD affiliated | Lumature Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2020 | Jun 4, 2020 |
| Andrew Ross Ramsey | Cetera Advisor Networks LLC other | Lumature Wealth Partners, LLC no RAUM | Other | Nov 29, 2017 | Jun 4, 2020 (918 d) |
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6 moves match.