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 Pension Architects Advisory 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.

AdvisorFromToTypeLeftRegistered
Samuel Victor GarciaPension Architects Advisory Group, LLC otherCerity Partners Retirement Plan Consultants no RAUMOtherDec 31, 2013Feb 13, 2014 (44 d)
Kate Elisabeth KittingerPension Architects Advisory Group, LLC otherCerity Partners Retirement Plan Consultants no RAUMOtherDec 31, 2013Mar 31, 2014 (90 d)
Christopher Francis ArotinPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherDec 31, 2013Jan 4, 2012
David Rickard PenniallPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherSep 5, 2013Oct 16, 2008
Craig Robert WatanabePension Architects Advisory Group, LLC otherAmerican Financial Network Advisory Services, LLC otherOtherSep 5, 2013Aug 8, 2017 (1433 d)
Shannon Cheri MainPension Architects Advisory Group, LLC otherWorld Investment Advisors, LLC otherOtherSep 5, 2013Jun 2, 2017 (1366 d)
Jaime Gwenn HefnerPension Architects Advisory Group, LLC otherAxxcess Wealth Management, LLC independent RIAOtherSep 5, 2013Dec 1, 2023 (3739 d)
Brian Richard TinkerPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherSep 5, 2013Oct 21, 2008
Vanessa Young BurnettPension Architects Advisory Group, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherSep 5, 2013Oct 16, 2024 (4059 d)
Kevin Doane SheldahlPension Architects Advisory Group, LLC otherBridge Advisory LLC otherOtherJun 17, 2013Oct 21, 2008
Sarah Abigail BracePension Architects Advisory Group, LLC otherWealthshield Partners, LLC independent RIAOtherApr 4, 2013Sep 25, 2020 (2731 d)
Thea Rae LewisPension Architects Advisory Group, LLC otherSierra Investment Management, LLC otherOtherMar 20, 2012Apr 26, 2012 (37 d)
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12 moves match.