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 Mengis Capital Management, 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 |
|---|---|---|---|---|---|
| Nicholas Arne Pihl | Mengis Capital Management, Inc. other | Pihl Financial Planning state registered | Other | Jun 21, 2017 | Apr 15, 2024 (2490 d) |
| Robert Douglas Greenman | Mengis Capital Management, Inc. other | Great Northern Asset Management, LLC other | Other | Apr 30, 2007 | May 30, 2007 |
Page 1 of 1
2 moves match.