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 Pillar Wealth Management Co.
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 |
|---|---|---|---|---|---|
| William Jay Meland | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Chester William Lee | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Patrick Ryan Sturm | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Brian John Cleven | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Cara Ruth Wolenec | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Crew Robert Risgaard | Pillar Wealth Management Co. independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Nathaniel Gerrit Brinkman | Pillar Wealth Management Co. independent RIA | MML Investors Services, LLC other | Other | Dec 12, 2006 | Feb 27, 2007 (77 d) |
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7 moves match.