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 Pegasus Partners

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
Matthew D'AttilioPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
Patrick M SavagePegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
John Thomas KennedyPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 2, 2024
Todd Matthew KriegPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 2, 2024
Nils Johan DillonPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
Brooke Emily NapiwockiPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
Brian Joseph LeadleyPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
Alexander Ryan MathewsPegasus Partners independent RIALido independent RIARIA to RIAJan 31, 2025Dec 3, 2024
Katherine Ann WohltPegasus Partners independent RIALido independent RIARIA to RIAJan 2, 2024Mar 19, 2025 (442 d)
Kayla Suzanne SchneiderPegasus Partners independent RIALido independent RIARIA to RIAJan 2, 2024Dec 4, 2024 (337 d)
James Jonathan HayesPegasus Partners independent RIAConstellation Wealth Advisors independent RIARIA to RIAAug 13, 2021Sep 2, 2021
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11 moves match.