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 Advisory Group, 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
Mindy Ellen GasthalterPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Oct 26, 2022 (527 d)
Kelly Robert WrightPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
David Brad KauffmanPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
May H CheungPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 29, 2021
Stephen Olan WrightPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 29, 2021
Joshua Akeroyd MasonPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Raoul Rodriguez-WaltersPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 29, 2021
Jeffrey Keith TrollPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Joshua Kenworthy RiversPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Carl Wesley NoblePinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Jan 1, 2025 (1325 d)
Debra Cloud KriebelPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Sep 28, 2022 (499 d)
Sean Patrick DillonPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Jun 14, 2023 (758 d)
Carrie Eloise Durbin BerenPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Michael Andrew HamoliaPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Michael K GreenPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Sep 30, 2021 (136 d)
Michael Edward ShiresPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Thomas William RaynorPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Patrick Vincent SchererPinnacle Advisory Group, Inc. independent RIACw Advisors, LLC independent RIARIA to RIAMay 17, 2021Apr 19, 2021
Michael Ernest KitcesPinnacle Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 6, 2020Oct 21, 2020 (229 d)
Andrew Joseph KronePinnacle Advisory Group, Inc. independent RIACapitalrock Financial, LLC independent RIARIA to RIASep 4, 2019Oct 2, 2019
Barbara Ann RistowPinnacle Advisory Group, Inc. otherFocus Wealth Management, Ltd. otherOtherDec 8, 2016Dec 17, 2016
William Brantley BissettPinnacle Advisory Group, Inc. otherSoutheast Financial Group otherOtherMay 13, 2015Jun 29, 2015 (47 d)
Solon George VlastoPinnacle Advisory Group, Inc. otherBernhardt Wealth Management, Inc. otherOtherSep 22, 2014Sep 19, 2014
Gabriel Anthony TrasattiPinnacle Advisory Group, Inc. otherTrasatti Wealth Planning, LLC state registeredOtherJan 11, 2013Oct 14, 2014 (641 d)
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24 moves match.