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 Lcp Institutional, 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.

AdvisorFromToTypeLeftRegistered
Zachary Lane SamplesRockefeller Capital Management BD affiliatedLcp Institutional, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2026May 27, 2026
Christopher Shawn WilsonAtlanta Consulting Group Advisors, LLC mixed wealthLcp Institutional, LLC mixed wealthRIA to RIAFeb 17, 2026Mar 3, 2026
Charles Richard AmbroselliMerit Financial Advisors independent RIALcp Institutional, LLC mixed wealthRIA to RIAOct 9, 2025Dec 22, 2025 (74 d)
Carolyn LaroccoCardea Capital Advisors, LLC independent RIALcp Institutional, LLC mixed wealthRIA to RIAMay 4, 2023Apr 6, 2023
James G BreauxCardea Capital Group, Inc. mixed wealthLcp Institutional, LLC mixed wealthRIA to RIAApr 18, 2023Mar 16, 2023
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5 moves match.