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 The Pillar Strategies
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 |
|---|---|---|---|---|---|
| Kevin Mark Means | The Pillar Strategies other | Sapient Investments LLC state registered | Other | Dec 6, 2017 | Mar 26, 2018 (110 d) |
| Jeffrey Wilbur Hilliard | The Pillar Strategies other | Cra Financial Services, L.L.C. other | Other | Sep 21, 2017 | Sep 26, 2017 |
| Steven Edward Linden | The Pillar Strategies other | Alliance Wealth Management Group, LLC no RAUM | Other | Sep 26, 2014 | Oct 1, 2014 |
| Michael John Whittemore | The Pillar Strategies other | Prestige Wealth Management Group, LLC other | Other | Jul 24, 2014 | Jun 21, 2013 |
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4 moves match.