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 Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Monroe Poarch | Pinnacle Investment Advisors independent RIA | Native American Fund Advisors LLC other | Other | Dec 31, 2018 | Aug 16, 1996 |
| Robert Brett Kramer | Pinnacle Investment Advisors independent RIA | Native American Fund Advisors LLC other | Other | Dec 31, 2018 | Aug 16, 1996 |
| Aimee Nicole Boyer | Pinnacle Investment Advisors independent RIA | Native American Fund Advisors LLC other | Other | Dec 31, 2018 | May 17, 2019 (137 d) |
| John Paul Szafranski | Pinnacle Investment Advisors other | Meliora Capital independent RIA | Other | Aug 26, 2014 | Sep 26, 2014 (31 d) |
| Charles Everett Craig | Pinnacle Investment Advisors other | Meliora Capital independent RIA | Other | Aug 26, 2014 | Sep 26, 2014 (31 d) |
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5 moves match.