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 Allianz Global Investors U.S. 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
Jonathan Jay BeruschAllianz Global Investors U.S. LLC institutionalAlliancebernstein L.P. asset managerOtherMay 22, 2023Jun 13, 2023
Michael Emerson YeeAllianz Global Investors U.S. LLC asset managerVoya Investment Management Co. LLC otherOtherAug 11, 2022Jul 19, 2022
Jeffrey Donald ParkerAllianz Global Investors U.S. LLC asset managerVoya Investment Management Co. LLC otherOtherAug 10, 2022Jul 19, 2022
Michael Woods MemoryAllianz Global Investors U.S. LLC asset managerVoya Investment Management Co. LLC otherOtherAug 10, 2022Jul 19, 2022
Brandon William MichaelAllianz Global Investors U.S. LLC asset managerVoya Investment Management Co. LLC otherOtherAug 10, 2022Jul 21, 2022
Nicholas Paul BressiAllianz Global Investors U.S. LLC asset managerBlackrock Investment Management, LLC otherOtherJul 14, 2022Aug 9, 2022
Ian HillAllianz Global Investors U.S. LLC asset managerCoastedge Partners, LLC independent RIAOtherSep 20, 2021Sep 15, 2021
Curtis Michael BaumannAllianz Global Investors U.S. LLC asset managerFisher Investments independent RIAOtherFeb 23, 2021Aug 13, 2021 (171 d)
Kristian Peter MarcaAllianz Global Investors U.S. LLC asset managerNfj Investment Group, LLC asset managerOtherFeb 3, 2021Nov 3, 2021 (273 d)
Jacob VigneauAllianz Global Investors U.S. LLC asset managerAmundi Pioneer Institutional Asset Management, Inc. otherOtherAug 27, 2020Aug 31, 2020
Christopher Alan DavisAllianz Global Investors U.S. LLC asset managerAdvisory Research Inc mixed wealthOtherAug 26, 2020Nov 18, 2020 (84 d)
Jon JerrildAllianz Global Investors U.S. LLC asset managerMML Investors Services, LLC BD affiliatedOtherFeb 11, 2020Nov 8, 2021 (636 d)
Jeffery GardnerAllianz Global Investors U.S. LLC asset managerLPL Financial LLC BD affiliatedOtherJun 18, 2019Oct 4, 2019 (108 d)
Horacio Andres ValeirasAllianz Global Investors U.S. LLC otherHav Capital unclassifiedOtherJan 11, 2013Aug 14, 2013 (215 d)
Jane Louise EdmondsonAllianz Global Investors U.S. LLC otherJle Wealth Management, LLC state registeredOtherNov 8, 2012Jun 26, 2013 (230 d)
Yuka Okawa MarosekAllianz Global Investors U.S. LLC otherIntegrated Wealth Counsel, LLC otherOtherOct 24, 2012Nov 9, 2012
Daniel Thomas JanowiakAllianz Global Investors U.S. LLC otherPrivate Asset Management Inc otherOtherDec 9, 2011Jan 18, 2012 (40 d)
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17 moves match.