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 Pelican Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Joseph Frederick Rambow | Pelican Wealth Advisors, LLC state registered | Neptune Wealth state registered | Other | Jan 31, 2025 | Sep 30, 2024 |
| Andrew Christopher Baker | Pelican Wealth Advisors, LLC state registered | Summit Wealth Partners, LLC independent RIA | Other | Nov 1, 2018 | Feb 13, 2024 (1930 d) |
| Gary William Medley | Pelican Wealth Advisors, LLC state registered | Ic Advisory Services, Inc. other | Other | Jul 17, 2015 | Jul 8, 2015 |
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3 moves match.