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 Pension Architects Advisory Group LLC
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 |
|---|---|---|---|---|---|
| Kate Elisabeth Kittinger | Pension Architects Advisory Group LLC other | Cerity Partners LLC independent RIA | Other | Feb 23, 2017 | Nov 25, 2025 (3197 d) |
| Christopher Francis Arotin | Pension Architects Advisory Group LLC other | Cerity Partners Retirement Plan Consultants institutional | Other | Feb 23, 2017 | Jan 10, 2025 (2878 d) |
| Samuel Victor Garcia | Pension Architects Advisory Group LLC other | Sagepoint Financial, Inc. other | Other | Sep 1, 2015 | Apr 2, 2015 |
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3 moves match.