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 Bullseye Investment Management, 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 |
|---|---|---|---|---|---|
| Gregory M Spickard | Bullseye Investment Management, LLC independent RIA | Pinnacle Advisors independent RIA | RIA to RIA | Aug 27, 2024 | Aug 23, 2024 |
| Jessica A Tucker | Bullseye Investment Management, LLC independent RIA | Innerworks Wealth Management state registered | RIA to a state-registered adviser | Dec 18, 2023 | Mar 2, 2026 (805 d) |
| Richard Willson Ranck | Bullseye Investment Management, LLC independent RIA | Valor Consulting & Distribution unclassified | Other | May 23, 2023 | Apr 9, 2025 (687 d) |
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3 moves match.