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 Lincoln Investment
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 |
|---|---|---|---|---|---|
| Brian Joseph Wyzgowski | LPL Financial LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2026 | Aug 17, 2026 |
| Patrick James Toner | Vanguard Advisers, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2026 | Aug 4, 2026 |
| Scott Mitchell Boyd | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2026 | Aug 3, 2026 |
| Jacob Levi Howley | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2026 | Aug 3, 2026 |
| Paul A Storm | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Jul 27, 2026 |
| Sean Brenden Calleja | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Jul 14, 2026 |
| Craig Alan Storm | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Jul 27, 2026 |
| Anna Lauren Jacoby | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Jul 20, 2026 |
| Mark John Dunn | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2026 | Nov 2, 2023 |
| Troy Lincoln Webb | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Jul 9, 2026 |
| Michael J Pesendorfer | Robert W. Baird & Co. Incorporated mixed wealth | Lincoln Investment independent RIA | RIA to RIA | Jul 21, 2026 | Jul 22, 2026 |
| Courtney Carey | Ameriprise Financial Services, LLC national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2026 | Jul 21, 2026 |
| Noble Cator-Szymanski | LPL Enterprise, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2026 | Aug 14, 2026 (58 d) |
| Emily Moore | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Dec 14, 2022 |
| Christina Kay Robb | Pnc Wealth Management BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | May 26, 2026 |
| Edward Anthony Kamradt | LPL Financial LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2026 | May 4, 2026 |
| Nedra D Sykes | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | May 6, 2026 |
| Neal Vincent Campagna | Equitable Advisors, LLC national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 20, 2026 |
| Whitney Rae Jelinek | Edward Jones national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2026 | Apr 27, 2026 |
| Brendan M Knapp | Morgan Stanley wirehouse | Lincoln Investment independent RIA | Wirehouse to independent RIA | Apr 1, 2026 | May 5, 2026 (34 d) |
| Ruth Torres | One Advisory Partners, LLC independent RIA | Lincoln Investment independent RIA | RIA to RIA | Mar 19, 2026 | Jun 1, 2026 (74 d) |
| Curtis Josh Wilcox | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2026 | Mar 3, 2026 |
| Paul Anthony Niemiec | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2026 | Mar 2, 2026 |
| Daniel John Hinchey | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2026 | Sep 7, 2022 |
| John W Reichler | First Command Advisory Services BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Mar 24, 2026 |
| Allen Lee Sasser | Raymond James Financial Services Advisors, Inc BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | May 12, 2026 (70 d) |
| Andre' Dericko Bell | Ele Advisory Services, Inc independent RIA | Lincoln Investment independent RIA | RIA to RIA | Mar 3, 2026 | Mar 2, 2026 |
| Charles David Roberts | LPL Enterprise, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Feb 20, 2026 |
| Erin Abigail Kennedy | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Feb 24, 2026 |
| Kimberly Jo Cox | United Planners' Financial Services Of America A Limited Partner independent RIA | Lincoln Investment independent RIA | RIA to RIA | Feb 24, 2026 | Apr 7, 2026 (42 d) |
| Richard William Wasson | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Nov 7, 2022 |
| Thomas Orcutt | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Aug 28, 2024 |
| Ryan Alexander Kuhn | Capital Analysts BD affiliated | Lincoln Investment BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Mar 29, 2021 |
| William Eric Marney | MML Investors Services, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 13, 2026 |
| Michael Christopher Croker | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jun 14, 2022 |
| Marty Hodge | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jun 23, 2023 |
| Robert W. Hammel | Cetera Investment Advisers LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2026 | Mar 20, 2026 (64 d) |
| Shawnnah Sprague | Horizon Financial independent RIA | Lincoln Investment independent RIA | RIA to RIA | Jan 13, 2026 | Mar 31, 2026 (77 d) |
| Dennis E Nelson | Edward Jones national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Feb 13, 2026 (35 d) |
| Michael Jeffrey Damon | Capital Analysts BD affiliated | Lincoln Investment BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Jan 5, 2021 |
| Christopher L. Eklund | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2026 | Jan 3, 2025 |
| Robert Norman Fisch | United Planners' Financial Services Of America A Limited Partner independent RIA | Lincoln Investment independent RIA | RIA to RIA | Dec 31, 2025 | Feb 3, 2026 (34 d) |
| Brandon Felix Ulloa | Spartan Capital Private Wealth Management LLC state registered | Lincoln Investment independent RIA | Other | Dec 22, 2025 | Jan 5, 2026 |
| Jason Allen Knox | Cambridge Investment Research Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2025 | Dec 16, 2025 |
| Stephen Derengowski | Transamerica Financial Advisors, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2025 | Jan 7, 2026 |
| Ricardo Chicas | Advice And Planning Services BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Jul 27, 2026 (235 d) |
| Carrie A Mcnair | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Nov 20, 2025 |
| Eric Matthew Souder | Capital Analysts BD affiliated | Lincoln Investment BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Jun 3, 2021 |
| George S Pantazis | Charles Schwab & Co., Inc. national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2025 | Oct 15, 2025 |
| Jason R Campbell | LPL Enterprise, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2025 | Oct 21, 2025 |
| Jonathan E Floe | Morgan Stanley wirehouse | Lincoln Investment independent RIA | Wirehouse to independent RIA | Oct 13, 2025 | Feb 2, 2026 (112 d) |
| Jake Wilson Bryant | Florida Financial Advisors, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Nov 3, 2025 (34 d) |
| Fawn Marie Lane | Iht Wealth Management LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 12, 2025 | Aug 18, 2025 |
| Joshua R Janssen | Capital Wealth Planning, LLC independent RIA | Lincoln Investment independent RIA | RIA to RIA | Sep 4, 2025 | Oct 14, 2025 (40 d) |
| Richard S Lesavoy | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2025 | Nov 20, 2024 |
| Christina Ann Charbonneau | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Jul 11, 2025 |
| Judith M Noffke | Cadaret Grant & Co Inc BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2025 | Jan 6, 2026 (158 d) |
| Tania M. Louque | Capital Analysts BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2025 | Jan 29, 2024 |
| David Wayne Motley | Valic Financial Advisors, Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Jun 30, 2025 |
| Jeffrey Allan Huff | Kestra Advisory Services, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Sep 4, 2025 (55 d) |
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539 moves match.