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 The Life Wealth 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 |
|---|---|---|---|---|---|
| Francis St Amand | LPL Financial LLC BD affiliated | The Life Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 14, 2026 |
| Austin Wallace | Florida Financial Advisors, LLC BD affiliated | The Life Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jun 16, 2026 |
| Hilgardt Wilhelm Lamprecht | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 21, 2024 |
| Alexander Triska | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 20, 2024 |
| Bradley James Busbin | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 20, 2024 |
| Luis Felipe Pinto | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 25, 2024 |
| Hilton Lamprecht | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 20, 2024 |
| Joseph Anthony Continelli | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 20, 2024 |
| Josiah Jazwa | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Dec 16, 2024 |
| Shane Spence | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Dec 16, 2024 |
| Brian Youngs | Ae Wealth Management, LLC BD affiliated | The Life Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 20, 2024 |
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11 moves match.