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 Ptma Investment Advisors
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 |
|---|---|---|---|---|---|
| Cory Robert Gebel | Ptma Investment Advisors asset manager | Ridgeline Public Advisors, LLC state registered | Other | May 21, 2025 | Jun 3, 2025 |
| Dylana Lee Gross | Ptma Investment Advisors asset manager | Piper Sandler & Co. institutional | Other | Aug 26, 2024 | Sep 11, 2024 |
| Brent William Turner | Ptma Investment Advisors asset manager | Meeder Public Funds, Inc. institutional | Other | Jul 31, 2023 | Sep 9, 2024 (406 d) |
| Brian Matthew Kelso | Ptma Investment Advisors asset manager | Robert W. Baird & Co. Incorporated mixed wealth | Other | Sep 20, 2021 | Oct 19, 2021 |
| Benjamin Preston Mendenhall | Ptma Investment Advisors asset manager | Chandler Asset Management Inc institutional | Other | Sep 11, 2021 | Sep 26, 2022 (380 d) |
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5 moves match.