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 Park Lane Financial Group 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 Robert Grudzinski | Stonex Advisors Inc. BD affiliated | Park Lane Financial Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 10, 2026 | Sep 10, 2026 |
| Cade Bekanich | LPL Financial LLC BD affiliated | Park Lane Financial Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 14, 2024 | Sep 27, 2024 |
| Tanner Wilson Vandermark | Mcadam LLC independent RIA | Park Lane Financial Group LLC state registered | RIA to a state-registered adviser | Sep 27, 2023 | Mar 21, 2025 (541 d) |
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3 moves match.