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 Pacer Advisors, 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.

AdvisorFromToTypeLeftRegistered
Donald C KornsePacer Advisors, Inc. asset managerMorgan Stanley wirehouseOtherSep 14, 2026Aug 19, 2026
Jared Winfield WorthingtonPacer Advisors, Inc. asset managerCetera Investment Advisers LLC BD affiliatedOtherJul 1, 2026Jul 18, 2026
Jason CircelliPacer Advisors, Inc. asset managerHorizon Investments LLC asset managerOtherJun 9, 2026Jul 2, 2026
Tyler SchlaterPacer Advisors, Inc. asset managerKestra Advisory Services, LLC BD affiliatedOtherOct 10, 2025Dec 1, 2025 (52 d)
Charles J MaschiPacer Advisors, Inc. asset managerCohen & Steers Capital Management Inc. asset managerOtherOct 8, 2025Nov 5, 2025
Joseph NassarPacer Advisors, Inc. asset managerQuartz Partners Investment Management independent RIAOtherSep 4, 2025Sep 16, 2025
Sarah NowfelPacer Advisors, Inc. asset managerWells Fargo Advisors wirehouseOtherJul 3, 2025Jul 11, 2025
Richard A SterlingPacer Advisors, Inc. asset managerMML Investors Services, LLC BD affiliatedOtherJun 10, 2025Jul 30, 2025 (50 d)
Colman Peter FlanaganPacer Advisors, Inc. asset managerHartford Funds asset managerOtherApr 29, 2025May 22, 2025
Shane BraaschPacer Advisors, Inc. asset managerNew York Life Investment Management LLC asset managerOtherApr 3, 2025Apr 22, 2025
James Anthony GuarciarielloPacer Advisors, Inc. asset managerNatixis Advisors, LLC BD affiliatedOtherNov 4, 2024May 7, 2025 (184 d)
Shahram K ShafiiPacer Advisors, Inc. asset managerEdward Jones national BDOtherNov 4, 2024Nov 15, 2024
Robert Michael KuncePacer Advisors, Inc. asset managerAmeriprise Financial Services, LLC national BDOtherApr 2, 2024Jul 15, 2024 (104 d)
Mitchell S. GilbertPacer Advisors, Inc. asset managerPgim Investments LLC asset managerOtherDec 15, 2023Jan 22, 2024 (38 d)
Nicholis ColePacer Advisors, Inc. asset managerEdward Jones national BDOtherDec 8, 2023Dec 13, 2023
Jeffrey Scott BetrosPacer Advisors, Inc. asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 1, 2023Sep 7, 2023
Aaron David HolmanPacer Advisors, Inc. asset managerCommonwealth Financial Network national BDOtherDec 21, 2022Mar 23, 2023 (92 d)
Benjamin Anthony JuniorPacer Advisors, Inc. asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 3, 2022Dec 6, 2022 (64 d)
Michael D MackPacer Advisors, Inc. asset managerVictory Capital Management Inc. asset managerOtherJun 28, 2022Sep 21, 2023 (450 d)
Peter Colwin TamburrinoPacer Advisors, Inc. asset managerHartford Funds asset managerOtherJan 18, 2022Jan 24, 2022
Dylan DeleonPacer Advisors, Inc. asset managerInvesco Advisers, Inc. asset managerOtherSep 16, 2020Nov 3, 2021 (413 d)
Kenneth Franklin VancePacer Advisors, Inc. asset managerCommonwealth Financial Network national BDOtherJan 2, 2020Jan 2, 2020
Kurt Alan WhitePacer Advisors, Inc. asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherNov 5, 2019Dec 9, 2019 (34 d)
Lance WordelmannPacer Advisors, Inc. asset managerCounterpoint Asset Management LLC state registeredOtherOct 21, 2019Oct 11, 2021 (721 d)
William Paul BoscowPacer Advisors, Inc. otherSgl Financial, LLC otherOtherOct 4, 2016Mar 23, 2017 (170 d)
Eric Michael ClarkPacer Advisors, Inc. otherAccuvest Global Advisors, Inc. otherOtherJul 19, 2016Aug 10, 2017 (387 d)
Brad Nicholas McilvainePacer Advisors, Inc. otherAst Investment Services, Inc. otherOtherMar 27, 2015Apr 1, 2015
Timothy Ryan OdonovanPacer Advisors, Inc. otherCity Different Investments no RAUMOtherApr 5, 2012Mar 18, 2021 (3269 d)
Sean R SweeneyPacer Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 3, 2012May 8, 2012 (35 d)
Christian Barrett DavisPacer Advisors, Inc. otherLPL Financial LLC otherOtherApr 3, 2012Jan 11, 2017 (1744 d)
Sean P RyanPacer Advisors, Inc. otherBrinker Capital Inc otherOtherMar 19, 2012Nov 26, 2012 (252 d)
Frank Gerald OharaPacer Advisors, Inc. otherBoelte O'Hara Wealth Management state registeredOtherApr 27, 2011Feb 8, 2021 (3575 d)
Michael John AngeloPacer Advisors, Inc. otherBlackrock Investment Management, LLC otherOtherFeb 17, 2011Apr 4, 2011 (46 d)
Christopher Luke WeissPacer Advisors, Inc. otherWellesley Asset Management, Inc. otherOtherNov 22, 2010Jun 23, 2011 (213 d)
Robert Michael McaleerPacer Advisors, Inc. otherGrant Williams L.P. unclassifiedOtherAug 24, 2009Aug 31, 2009
Brian D BroganPacer Advisors, Inc. otherLPL Financial LLC otherOtherJan 22, 2009May 8, 2009 (106 d)
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36 moves match.