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 Pinnacle Advisors

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
Christine Marie Larson-PostelPinnacle Advisors independent RIAMinerva Planning Group independent RIARIA to RIASep 4, 2026Sep 16, 2026
Allen James SykesPinnacle Advisors independent RIABespoke Family Advisors state registeredRIA to a state-registered adviserJun 8, 2026Jul 27, 2026 (49 d)
Andrea Nicole EllisPinnacle Advisors independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAMar 25, 2026Jun 2, 2026 (69 d)
Nicole Lyn NewlandPinnacle Advisors independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2023Oct 11, 2023
Andrew Jonathan SilverPinnacle Advisors independent RIAConcordia Wealth Planning, LLC state registeredRIA to a state-registered adviserJun 10, 2019Jul 3, 2019
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5 moves match.