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 Main Street 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Wesley Balthaser | Main Street Advisors, LLC other | Pilot Capital Management, Inc. unclassified | Other | Feb 28, 2014 | Sep 18, 2009 |
| Karl Allen Lehman | Main Street Advisors, LLC other | Pilot Capital Management, Inc. unclassified | Other | Feb 28, 2014 | Sep 18, 2009 |
| Thomas Edward Houck | Main Street Advisors, LLC other | Pilot Capital Management, Inc. unclassified | Other | Feb 28, 2014 | Sep 18, 2009 |
| Michael Raymond Perhac | Main Street Advisors, LLC other | Trumbower Financial Advisors LLC independent RIA | Other | Jun 11, 2013 | Nov 21, 2019 (2354 d) |
Page 1 of 1
4 moves match.