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

Departures from Private Asset Management Inc

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
Jeffrey Scott WittPrivate Asset Management Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 15, 2024Aug 22, 2023
David Bradley AllenPrivate Asset Management Inc independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 15, 2024Jan 5, 2026 (661 d)
Michael Ryan LovePrivate Asset Management Inc independent RIAKestra Private Wealth Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 23, 2023May 31, 2023
Dillon HakesPrivate Asset Management Inc independent RIAKestra Private Wealth Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 23, 2023May 31, 2023
Guy KosovPrivate Asset Management Inc independent RIAKestra Private Wealth Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 23, 2023May 31, 2023
Michael Neil McgreevyPrivate Asset Management Inc independent RIAAlphacore Capital LLC independent RIARIA to RIAAug 31, 2022Aug 16, 2022
Jonathan Marcus ElsberryPrivate Asset Management Inc independent RIAAlphacore Capital LLC independent RIARIA to RIANov 16, 2021Jan 1, 2025 (1142 d)
John Thomas HarringtonPrivate Asset Management Inc independent RIASquar Milner Financial Services, LLC independent RIARIA to RIADec 17, 2018Dec 18, 2018
Michael J RamirezPrivate Asset Management Inc independent RIAEp Wealth Advisors independent RIARIA to RIAJun 4, 2018Jan 2, 2025 (2404 d)
Gary Alan PulfordPrivate Asset Management Inc otherRitholtz Wealth Management independent RIAOtherDec 11, 2017Dec 4, 2017
Daniel Thomas JanowiakPrivate Asset Management Inc otherReality Shares Advisors, LLC no RAUMOtherJul 16, 2013Mar 10, 2014 (237 d)
Juan Carlos GomezPrivate Asset Management Inc otherPrime Capital Equities LLC state registeredOtherApr 4, 2011Apr 11, 2011
Michael Carl HarrisPrivate Asset Management Inc otherTrivant Custom Portfolio Group LLC independent RIAOtherJan 31, 2008Jan 25, 2008
Daniel Stewart KleinPrivate Asset Management Inc otherCrowell, Weedon & Co. otherOtherOct 8, 2007Jan 17, 2008 (101 d)
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14 moves match.