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 Pivotal Planning Group, 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 |
|---|---|---|---|---|---|
| Michael John Desmond | Pivotal Planning Group, LLC independent RIA | Procyon Institutional Partners, LLC institutional | Other | Jul 27, 2021 | Jun 1, 2021 |
| Michael Eligio Kelly | Pivotal Planning Group, LLC independent RIA | Procyon mixed wealth | RIA to RIA | Jul 27, 2021 | May 24, 2021 |
| Cari Ann Walling | Pivotal Planning Group, LLC independent RIA | Procyon Institutional Partners, LLC institutional | Other | Jul 27, 2021 | May 24, 2021 |
| Terry Lee Crawford | Pivotal Planning Group, LLC independent RIA | Procyon mixed wealth | RIA to RIA | Jul 27, 2021 | May 24, 2021 |
| James Patrick Diver | Pivotal Planning Group, LLC independent RIA | Procyon Institutional Partners, LLC institutional | Other | Jul 27, 2021 | May 24, 2021 |
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5 moves match.