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 Luedtke & Associates 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 |
|---|---|---|---|---|---|
| Cari Jo Domask | Commonwealth Financial Network national BD | Luedtke & Associates LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2025 | Jan 14, 2026 (105 d) |
| Austin Blake Luedtke | Commonwealth Financial Network national BD | Luedtke & Associates LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Sep 18, 2025 |
| Robert Bernhard Luedtke | Commonwealth Financial Network national BD | Luedtke & Associates LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Feb 8, 2026 (192 d) |
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3 moves match.