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 Landing Point Financial Group
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 |
|---|---|---|---|---|---|
| Brian Derek Morgan | Buckeye Advisors, LLC. other | Landing Point Financial Group independent RIA | Other | Oct 8, 2025 | Jul 28, 2025 |
| William Campbell Ferber | True Wealth Design, LLC independent RIA | Landing Point Financial Group independent RIA | RIA to RIA | Jan 6, 2025 | Jan 9, 2025 |
| Joey Lee Flinner | Ameriprise Financial Services, LLC national BD | Landing Point Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 29, 2021 | Jul 20, 2021 |
| Brook Bright | Ameriprise Financial Services, LLC national BD | Landing Point Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2021 | Jul 20, 2021 |
| Susan S Vasu | Ameriprise Financial Services, LLC national BD | Landing Point Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2021 | Jul 15, 2021 |
| Brandon Hull | Ameriprise Financial Services, LLC national BD | Landing Point Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2021 | Jul 15, 2021 |
| Garrett Allen Bourbina | Ameriprise Financial Services, LLC national BD | Landing Point Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 21, 2021 | Jul 16, 2021 |
| Brian Scott Hider | Victory Capital Management Inc. other | Landing Point Financial Group independent RIA | Other | Nov 12, 2004 | Nov 23, 2022 (6585 d) |
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8 moves match.