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 Pinnacle Wealth Management, 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 |
|---|---|---|---|---|---|
| Cheri Young | Pinnacle Wealth Management, Inc. independent RIA | Pks Advisory Services, LLC independent RIA | RIA to RIA | Jan 24, 2025 | Jan 15, 2025 |
| Mark Charles Young | Pinnacle Wealth Management, Inc. independent RIA | Pks Advisory Services, LLC independent RIA | RIA to RIA | Jan 24, 2025 | Jan 27, 2025 |
| Steven George Brown | Pinnacle Wealth Management, Inc. independent RIA | Precision Vector Financial state registered | RIA to a state-registered adviser | Apr 6, 2022 | Sep 8, 2022 (155 d) |
| Philip Charles Grimm | Pinnacle Wealth Management, Inc. independent RIA | Spc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2018 | Jan 1, 2025 (2522 d) |
| Nadine M Burns | Pinnacle Wealth Management, Inc. independent RIA | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Other | Jul 16, 2013 | Aug 13, 2013 |
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5 moves match.