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 Pittenger & Anderson 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 |
|---|---|---|---|---|---|
| Soren Elizabeth Schwan | Pittenger & Anderson Inc independent RIA | Atlas independent RIA | RIA to RIA | Jun 17, 2026 | Jul 24, 2026 (37 d) |
| John William Dannenbring | Pittenger & Anderson Inc mixed wealth | Alphaomega Wealth Management, LLC state registered | RIA to a state-registered adviser | Jan 11, 2022 | Jan 26, 2022 |
| Hannah Marie Lockard | Pittenger & Anderson Inc mixed wealth | Brooklyn Fi, LLC independent RIA | RIA to RIA | Oct 15, 2021 | Dec 9, 2021 (55 d) |
| Lindsey Danae Swanson | Pittenger & Anderson Inc other | Brightscape Investment Centers state registered | Other | Sep 28, 2017 | Oct 15, 2020 (1113 d) |
| Barry Todd Watson | Pittenger & Anderson Inc other | The Martin Worley Group other | Other | Jun 9, 2011 | Jan 5, 2017 (2037 d) |
| Holly R. Boucher | Pittenger & Anderson Inc other | Cetera Advisor Networks LLC other | Other | Jan 17, 2003 | May 7, 2004 (476 d) |
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6 moves match.