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 Lemnis Capital

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
Jackson ParrishEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 10, 2026Mar 13, 2026
Bernardo Velasco LinaresEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 10, 2026Mar 11, 2026
Ryan Wayne WoodEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2026Mar 11, 2026
Mikayla Noel BornEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2026Mar 11, 2026
Kira Marie La SageEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2026Mar 11, 2026
Benjamin Norman CampbellEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2026Mar 11, 2026
Justin ElovitzEquitable Advisors, LLC national BDLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 9, 2026Mar 11, 2026
Ryan TaylorMML Investors Services, LLC BD affiliatedLemnis Capital no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 3, 2026Mar 11, 2026
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8 moves match.