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 Presidio Capital Advisors 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.

AdvisorFromToTypeLeftRegistered
Kelly S LawsonPresidio Capital Advisors LLC otherPortsmouth Financial Services unclassifiedOtherOct 3, 2016Aug 16, 2018 (682 d)
Samantha L DeanPresidio Capital Advisors LLC otherAerie Advisory Group LLC independent RIAOtherOct 3, 2016May 16, 2025 (3147 d)
Brian Andrew PiersonPresidio Capital Advisors LLC otherAerie Advisory Group LLC no RAUMOtherOct 3, 2016Dec 24, 2024 (3004 d)
Jerome C DerenPresidio Capital Advisors LLC otherSummit Trail Advisors, LLC independent RIAOtherOct 3, 2016Jan 1, 2026 (3377 d)
Mark David GuinneyPresidio Capital Advisors LLC otherCresset Asset Management, LLC independent RIAOtherOct 3, 2016May 7, 2019 (946 d)
Stephen Fred ContePresidio Capital Advisors LLC otherConte Asset Management, LLC state registeredOtherSep 30, 2016Jun 9, 2020 (1348 d)
James Michael TierneyPresidio Capital Advisors LLC otherTierney Capital Management unclassifiedOtherDec 10, 2013Sep 1, 2005
Mark Raymond PalmerPresidio Capital Advisors LLC otherU.S. Bancorp Advisors, LLC otherOtherDec 10, 2013Jan 8, 2015 (394 d)
Yuval ShenkarPresidio Capital Advisors LLC otherArgos Wealth Advisors LLC independent RIAOtherDec 10, 2013Feb 15, 2018 (1528 d)
James Jay HausbergPresidio Capital Advisors LLC otherHightower Advisors, LLC BD affiliatedOtherFeb 21, 2012Jan 1, 2026 (5063 d)
Tyler M BrockPresidio Capital Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 3, 2010Feb 11, 2011 (70 d)
Ralph Melville DrybroughPresidio Capital Advisors LLC otherPresidio Capital Advisors, LLC unclassifiedOtherJun 19, 2008Jul 8, 2005
Michael Howard RussoPresidio Capital Advisors LLC otherPresidio Capital Advisors, LLC unclassifiedOtherApr 23, 2007Mar 30, 2007
Justin Michael BrooksPresidio Capital Advisors LLC otherErnst & Young Investment Advisers Llp no RAUMOtherApr 25, 2005Jan 11, 2006 (261 d)
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14 moves match.