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.
Registered advisor
Forrest Alten Pinkerton
Certified Financial Planner
Feed of 09/14/2026
Also filed as Forrest Pinkerton
At current firm
0 y
since Dec 9, 2025
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alliancebernstein L.P. other currentsince Dec 9, 2025 · Dallas, Tx
- Tolleson Private Wealth Management mixed wealthMay 28, 2021 to Dec 14, 2022 · Dallas, Tx
- Bok Financial Advisors BD affiliatedJan 13, 2017 to Apr 9, 2018 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Tolleson Private Wealth Management to Alliancebernstein L.P.left Dec 14, 2022, registered Dec 9, 2025 (1091 days) · Other
- Bok Financial Advisors to Tolleson Private Wealth Managementleft Apr 9, 2018, registered May 28, 2021 (1145 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Forrest Alten Pinkerton left Tolleson Private Wealth Management for Alliancebernstein L.P. (registered 2025-12-09)Dec 14, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address