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 Pacific Capital
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 |
|---|---|---|---|---|---|
| Blake Ashton Wilkinson | Pacific Capital independent RIA | Deseret Point Partners LLC state registered | RIA to a state-registered adviser | May 21, 2024 | May 14, 2026 (723 d) |
| Darin Glen Tuttle | Pacific Capital independent RIA | Tuttle Ventures, LLC unclassified | Other | Jun 23, 2021 | Jul 26, 2021 (33 d) |
| Kirill Vasilyev | Pacific Capital independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 7, 2019 | Aug 20, 2019 (74 d) |
| Cory Persson | Pacific Capital independent RIA | Axxcess Wealth Management, LLC other | Other | Apr 3, 2018 | Mar 29, 2018 |
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4 moves match.