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 Pinnacle Investments, 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 |
|---|---|---|---|---|---|
| Andrea Elizabeth Coladarci | Pinnacle Investments, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 4, 2026 |
| Adam Gartside | Pinnacle Investments, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 4, 2026 |
| Gabriella M Cahl | Pinnacle Investments, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2025 | Jan 28, 2026 (48 d) |
| Monica Ann Coles | Pinnacle Investments, LLC BD affiliated | Thurston Springer Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Feb 19, 2026 (149 d) |
| Richard E Prince | Pinnacle Investments, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2024 | Jul 26, 2024 (92 d) |
| John David Danzer | Pinnacle Investments, LLC BD affiliated | Cadaret Grant & Co Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2023 | Dec 15, 2023 |
| Jeffrey Hughes Watson | Pinnacle Investments, LLC BD affiliated | Rialto Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2023 | Aug 25, 2023 |
| Brannigan James Judge | Pinnacle Investments, LLC BD affiliated | Decisional Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 16, 2023 | Jun 16, 2023 |
| John Paul Harmatuk | Pinnacle Investments, LLC BD affiliated | Decisional Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 16, 2023 | Jun 16, 2023 |
| Ryan J Nason | Pinnacle Investments, LLC independent RIA | Securities America Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2022 | Jun 1, 2022 |
| Carly Romano Kidd | Pinnacle Investments, LLC independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2019 | Aug 22, 2019 |
| Keith H Van Etten | Pinnacle Investments, LLC BD affiliated | John Hancock Investment Management LLC asset manager | Other | Mar 8, 2019 | Mar 26, 2019 |
| Jeffrey David Dzwonkowski | Pinnacle Investments, LLC BD affiliated | Sagepoint Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2018 | Jun 22, 2018 |
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13 moves match.