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 Lfg 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 |
|---|---|---|---|---|---|
| Zachary Preston Wheeler | Winebrenner Capital Management LLC independent RIA | Lfg Wealth Partners, LLC independent RIA | RIA to RIA | Apr 9, 2026 | Aug 7, 2026 (120 d) |
| Jason Christopher Vander Pol | Lord And Richards independent RIA | Lfg Wealth Partners, LLC independent RIA | RIA to RIA | Dec 1, 2025 | Jan 8, 2026 (38 d) |
| Maverick Tucker Melton | Strategic Advisers LLC national BD | Lfg Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Jul 16, 2025 |
| James Matthew Jones | Strategic Wealth Investment Group, LLC independent RIA | Lfg Wealth Partners, LLC independent RIA | RIA to RIA | Jan 29, 2025 | Aug 7, 2026 (555 d) |
| Kylee Brooke Marcy | Ae Wealth Management, LLC independent RIA | Lfg Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2024 | Jun 13, 2024 |
| Clay Daniel Watkins | Ae Wealth Management, LLC independent RIA | Lfg Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2024 | Jun 13, 2024 |
| Justin C Jenkins | Ae Wealth Management, LLC independent RIA | Lfg Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2024 | Jun 5, 2024 |
| Troy Vincent Todd | Ae Wealth Management, LLC independent RIA | Lfg Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2024 | Jun 13, 2024 |
| Patrick John Rumoro | Ae Wealth Management, LLC independent RIA | Lfg Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Sep 20, 2024 | Jun 13, 2024 |
| Jeanna Clark | Northwestern Mutual Investment Services,LLC no RAUM | Lfg Wealth Partners, LLC independent RIA | Other | Oct 6, 2021 | Oct 1, 2024 (1091 d) |
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10 moves match.