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 Lucas Retirement 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 |
|---|---|---|---|---|---|
| Jacob Matthew Johns | Florida Financial Advisors, LLC BD affiliated | Lucas Retirement Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2026 | Jun 9, 2026 (153 d) |
| Matthew Dodd | Elevated Capital Advisors, LLC independent RIA | Lucas Retirement Group LLC state registered | RIA to a state-registered adviser | Aug 7, 2025 | May 7, 2026 (273 d) |
| Micheal D Lucas | Elevated Capital Advisors, LLC independent RIA | Lucas Retirement Group LLC state registered | RIA to a state-registered adviser | Dec 19, 2024 | May 7, 2026 (504 d) |
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3 moves match.