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 Pathlight Investors, 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 |
|---|---|---|---|---|---|
| Martin John Nodilo | Pathlight Investors, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jul 10, 2019 | Oct 11, 2019 (93 d) |
| Adrian Jennings Larson | Pathlight Investors, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jul 10, 2019 | Oct 2, 2019 (84 d) |
| David Jeffery Marques Matuszak | Pathlight Investors, LLC independent RIA | Dynamic independent RIA | RIA to RIA | May 31, 2019 | May 6, 2019 |
| Athanassios Panagiotakopoulos | Pathlight Investors, LLC independent RIA | Dynamic independent RIA | RIA to RIA | May 31, 2019 | Mar 29, 2019 |
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4 moves match.