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 Allianz Global Investors Managed Accounts LLC

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
William Thomas Toner	Allianz Global Investors Managed Accounts LLC other	Sagepoint Financial, Inc. BD affiliated	Other	Aug 17, 2007	Mar 20, 2019 (4233 d)
Ira William Cox	Allianz Global Investors Managed Accounts LLC other	Amundi Pioneer Institutional Asset Management, Inc. other	Other	Aug 17, 2007	Feb 12, 2016 (3101 d)
Peter James Mccarthy	Allianz Global Investors Managed Accounts LLC other	Pnc Capital Advisors LLC other	Other	Aug 17, 2007	Oct 2, 2017 (3699 d)
Joni Hope Rheingold	Allianz Global Investors Managed Accounts LLC other	Virtus Investment Advisers, LLC asset manager	Other	Aug 17, 2007	Feb 9, 2021 (4925 d)
John Bernard Hussey	Allianz Global Investors Managed Accounts LLC other	Advisors Asset Management, Inc. mixed wealth	Other	Aug 17, 2007	Aug 12, 2026 (6935 d)
Matthew Brown	Allianz Global Investors Managed Accounts LLC other	Neuberger Berman Bd LLC other	Other	Aug 17, 2007	Feb 5, 2015 (2729 d)
James Scott Rose	Allianz Global Investors Managed Accounts LLC other	Fisher Investments independent RIA	Other	Aug 17, 2007	Oct 21, 2021 (5179 d)
Erik Aarts	Allianz Global Investors Managed Accounts LLC other	Touchstone Advisors Inc asset manager	Other	Aug 17, 2007	Jun 9, 2021 (5045 d)
John A Harrington	Allianz Global Investors Managed Accounts LLC other	Amundi Pioneer Institutional Asset Management, Inc. other	Other	Aug 17, 2007	Dec 21, 2016 (3414 d)
Kevin Matthew Shanley	Allianz Global Investors Managed Accounts LLC other	Virtus Investment Advisers, LLC asset manager	Other	Aug 17, 2007	Feb 9, 2021 (4925 d)
James T Hartnett	Allianz Global Investors Managed Accounts LLC other	Morgan Stanley wirehouse	Other	Aug 17, 2007	Jan 27, 2022 (5277 d)
Matthew Allen Koth	Allianz Global Investors Managed Accounts LLC other	Blackrock Investment Management, LLC other	Other	Aug 17, 2007	Sep 26, 2014 (2597 d)
Dustin Paulfred Kanode	Allianz Global Investors Managed Accounts LLC other	Columbia Management Investment Advisers, LLC asset manager	Other	Aug 17, 2007	Jan 4, 2023 (5619 d)
Jeffrey Paul Nizzardo	Allianz Global Investors Managed Accounts LLC other	Eaton Vance Management other	Other	Aug 17, 2007	Sep 25, 2017 (3692 d)
Michael Robert Tomlin	Allianz Global Investors Managed Accounts LLC other	Chase Investment Services Corp. other	Other	Aug 17, 2007	Nov 20, 2009 (826 d)
James Kevin Willbrand	Allianz Global Investors Managed Accounts LLC other	Robert W. Baird & Co. Incorporated mixed wealth	Other	Aug 17, 2007	Mar 19, 2025 (6424 d)
James P Naldi	Allianz Global Investors Managed Accounts LLC other	Independent Financial Group, LLC BD affiliated	Other	Aug 17, 2007	Mar 6, 2023 (5680 d)
Brian Thomas Robinson	Allianz Global Investors Managed Accounts LLC other	Citigroup Global Markets Inc. other	Other	Aug 17, 2007	May 29, 2008 (286 d)
Michael P Lukchis	Allianz Global Investors Managed Accounts LLC other	Cavanal Hill Investment Management, Inc. other	Other	Aug 17, 2007	May 1, 2017 (3545 d)
Christopher Scott Leo	Allianz Global Investors Managed Accounts LLC other	Morgan Stanley wirehouse	Other	Aug 17, 2007	Dec 26, 2019 (4514 d)
Gerard Erbeck	Allianz Global Investors Managed Accounts LLC other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Aug 17, 2007	Aug 3, 2021 (5100 d)
Angela Lestrade	Allianz Global Investors Managed Accounts LLC other	Morgan Stanley wirehouse	Other	May 22, 2007	Dec 18, 2017 (3863 d)
Gregory Scott Parker	Allianz Global Investors Managed Accounts LLC other	Engrave Wealth Partners, LLC no RAUM	Other	May 8, 2007	Sep 18, 2017 (3786 d)
Shahid Saigol	Allianz Global Investors Managed Accounts LLC other	Virtus Investment Advisers, LLC other	Other	May 8, 2007	Apr 3, 2012 (1792 d)
Michael Garrett Mastromarino	Allianz Global Investors Managed Accounts LLC other	Virtus Investment Advisers, LLC other	Other	Feb 1, 2007	Mar 20, 2012 (1874 d)
Joseph Thomas Haag	Allianz Global Investors Managed Accounts LLC other	Alliancebernstein L.P. other	Other	Oct 3, 2006	Oct 6, 2006
Jedediah Matthew Koenigsberg	Allianz Global Investors Managed Accounts LLC other	Advice And Planning Services BD affiliated	Other	Jun 6, 2006	Sep 13, 2025 (7039 d)
Joseph James Proscia	Allianz Global Investors Managed Accounts LLC other	Alliancebernstein L.P. other	Other	Jun 7, 2005	Jun 21, 2005
Paul Scott Levis	Allianz Global Investors Managed Accounts LLC other	Cadaret Grant & Co Inc other	Other	Jan 20, 2005	Feb 27, 2015 (3690 d)
Daniel Patrick Casey	Allianz Global Investors Managed Accounts LLC other	Federated Investment Counseling other	Other	Jul 14, 2003	Aug 8, 2003
Robert Frederick Mckay	Allianz Global Investors Managed Accounts LLC other	Centaurus Financial, Inc. other	Other	Apr 14, 2003	May 7, 2013 (3676 d)

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31 moves match.