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 Mosaic Pacific 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.

AdvisorFromToTypeLeftRegistered
Brian Kiyoto IshiharaMosaic Pacific Investment Advisors independent RIACreative Planning independent RIARIA to RIAAug 7, 2025Jul 1, 2025
Jeanne Marie StjohnMosaic Pacific Investment Advisors independent RIACreative Planning independent RIARIA to RIAAug 7, 2025Jul 1, 2025
Andrea E.L. DeutschMosaic Pacific Investment Advisors independent RIACreative Planning independent RIARIA to RIAAug 7, 2025Jul 1, 2025
Cory Michael NakamuraMosaic Pacific Investment Advisors independent RIAInvestment Management Hawaii mixed wealthRIA to RIAAug 7, 2025Mar 1, 2018
Gage WaiwaioleMosaic Pacific Investment Advisors independent RIACreative Planning independent RIARIA to RIAAug 7, 2025Jul 1, 2025
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5 moves match.