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 Long Run Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Christopher Edward Miller | Edward Jones national BD | Long Run Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2025 | Jun 10, 2025 (36 d) |
| Kevin Michael Brady | Raymond James Financial Services Advisors, Inc BD affiliated | Long Run Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Mar 11, 2021 (70 d) |
| Galen Goodridge Crane | Raymond James Financial Services Advisors, Inc BD affiliated | Long Run Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Mar 29, 2021 (88 d) |
| Kaila Elise Kelleher | Raymond James Financial Services Advisors, Inc BD affiliated | Long Run Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Mar 11, 2021 (70 d) |
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4 moves match.