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 Pennant 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Michael Conger | Pennant Management Inc other | Ppcm, Inc. other | Other | Apr 30, 2015 | Jan 7, 2016 (252 d) |
| Christopher John Weber | Pennant Management Inc other | Annex Wealth Management, LLC other | Other | Mar 20, 2015 | Apr 20, 2015 (31 d) |
| Jonathan Guy Rigano | Pennant Management Inc other | Jb Investment Management, LLC other | Other | Jun 3, 2008 | May 14, 2008 |
| Mark William Diorio | Pennant Management Inc other | Parasol Investment Management, LLC other | Other | Oct 6, 2006 | Jul 27, 2011 (1755 d) |
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4 moves match.