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 Personal Investment 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 |
|---|---|---|---|---|---|
| Rodney George Coyan | Personal Investment Management Inc independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Apr 11, 2025 | Apr 10, 2025 |
| Christopher James Reedy | Personal Investment Management Inc independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Apr 11, 2025 | Mar 17, 2025 |
| Brian Charles Fahey | Personal Investment Management Inc independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Apr 11, 2025 | Mar 17, 2025 |
| Jennifer Ann Laduca | Personal Investment Management Inc independent RIA | Pure Financial Advisors, LLC independent RIA | RIA to RIA | Apr 11, 2025 | Mar 17, 2025 |
| Shalina Renee Martos | Personal Investment Management Inc independent RIA | Martos Wealth Management state registered | RIA to a state-registered adviser | Mar 19, 2025 | Jan 22, 2025 |
| Linda Dianne Walker | Personal Investment Management Inc other | Dw Investment Solutions, Inc. independent RIA | Other | Jul 21, 2009 | Jun 17, 2009 |
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6 moves match.