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 Pension Consultants 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 |
|---|---|---|---|---|---|
| Jay Christian Pinkston | Pension Consultants Inc institutional | Pinkston Wealth, LLC state registered | Other | Jan 3, 2025 | Sep 10, 2026 (615 d) |
| Bill Nguyen | Pension Consultants Inc institutional | Forvis Mazars Wealth Advisors, LLC independent RIA | Other | Jan 5, 2024 | Apr 30, 2024 (116 d) |
| Stefan Kip Astheimer | Pension Consultants Inc institutional | Odingard Capital Management state registered | Other | May 11, 2022 | Dec 12, 2022 (215 d) |
| Luis Jason Flores | Pension Consultants Inc institutional | Central Trust Bank institutional | Other | Apr 27, 2021 | Feb 12, 2025 (1387 d) |
| Daniel Robert Meier | Pension Consultants Inc other | Oneamerica Securities, Inc. other | Other | Aug 18, 2016 | Sep 29, 2016 (42 d) |
| Nikhil K Majithia | Pension Consultants Inc no RAUM | Darden Wealth Group independent RIA | Other | Feb 11, 2015 | May 16, 2018 (1190 d) |
| Terry Alan Daniels | Pension Consultants Inc no RAUM | Duncker Streett & Co. independent RIA | Other | Aug 14, 2012 | Oct 30, 2023 (4094 d) |
| Marc Joseph Rohr | Pension Consultants Inc no RAUM | Financial Telesis, Inc. other | Other | Dec 5, 2006 | Aug 20, 2009 (989 d) |
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8 moves match.