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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••••• G••• P•••••••
- Professional profile
- linkedin.com/in/ashton-pankonin-a33ba91areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••• F•••••••• G•••• state registered currentsince Dec 1, 2022 · Belle Plaine, Mn
- F•••• F•••••••• independent RIAMay 1, 2017 to Dec 2, 2022 · Belle Plaine, Mn
- W•••••• • R••• formerDec 13, 2013 to May 2, 2017 · Belle Plaine, Mn
- E••••• J•••• national BDAug 3, 2009 to Dec 17, 2013 · St Louis, Mo
- F•••• F•••••••• to P••••••• F•••••••• G••••left Dec 2, 2022, registered Dec 1, 2022 (-1 days) · RIA to a state-registered adviser · moved with a team
- W•••••• • R••• to F•••• F••••••••left May 2, 2017, registered May 1, 2017 (-1 days) · Other
- E••••• J•••• to W•••••• • R•••left Dec 17, 2013, registered Dec 13, 2013 (-4 days) · Other
- A••••• G••• P••••••• left F•••• F•••••••• for P••••••• F•••••••• G•••• (registered 2022-12-01)Dec 2, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address