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 Lifelong Wealth Advisors, Inc.

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
Steven William OhmAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Jeremy Matthew LipinskiAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Anders John HaugenAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Robert Miller BonineAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Peter Joe WiedewitschAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Logan Briar TaftAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Brooke Kristine AndersonAdvisornet Wealth Partners independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserOct 17, 2024Oct 1, 2024
Dori Lynn PetroffPaladin Capital independent RIALifelong Wealth Advisors, Inc. no RAUMRIA to a newly registered adviserApr 12, 2024Oct 1, 2024 (172 d)
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8 moves match.