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 Piershale Financial Group, Inc.
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 |
|---|---|---|---|---|---|
| Bahman Kusha Barzideh | Piershale Financial Group, Inc. independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Sep 26, 2023 | Jun 29, 2023 |
| Matthew David Nadeau | Piershale Financial Group, Inc. independent RIA | Apollon Wealth Management, LLC independent RIA | RIA to RIA | Sep 26, 2023 | Jun 29, 2023 |
| John Matthew Piershale | Piershale Financial Group, Inc. independent RIA | Ausdal Financial Partners, Inc. independent RIA | RIA to RIA | Jun 20, 2019 | Apr 18, 2019 |
| Gery Joseph Sadzewicz | Piershale Financial Group, Inc. other | Clear Perspective Advisors, LLC other | Other | Jan 17, 2012 | Apr 26, 2011 |
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4 moves match.