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 Peakstone Financial Advisors
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 |
|---|---|---|---|---|---|
| Ittai Dvir | Peakstone Financial Advisors independent RIA | Independent Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 11, 2022 | Jan 20, 2025 (1105 d) |
| Sarah J Hunt | Peakstone Financial Advisors independent RIA | Independent Financial Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2021 | May 3, 2021 |
| Michael Alan Edberg | Peakstone Financial Advisors other | Millennium Investment And Retirement Advisors, LLC other | Other | Sep 15, 2017 | Sep 5, 2017 |
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3 moves match.