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 Fort Pitt Capital 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 |
|---|---|---|---|---|---|
| Brian J Jankowski | Fort Pitt Capital Group, LLC independent RIA | River Wealth Advisors LLC independent RIA | RIA to RIA | Jun 24, 2024 | Jul 21, 2026 (757 d) |
| Myles Waltonbaugh-Clements | Fort Pitt Capital Group, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2024 | Mar 19, 2024 |
| David Zabela | Fort Pitt Capital Group, LLC independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Sep 7, 2023 | Jan 16, 2024 (131 d) |
| David Anthony Graver | Fort Pitt Capital Group, LLC independent RIA | Usi Securities, Inc. no RAUM | Other | Apr 4, 2023 | Aug 18, 2023 (136 d) |
| Edward M Lettieri | Fort Pitt Capital Group, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Dec 2, 2022 | Aug 4, 2023 (245 d) |
| Katharine Perry | Fort Pitt Capital Group, LLC independent RIA | Cookson Peirce Wealth Management independent RIA | RIA to RIA | Dec 16, 2021 | Jan 3, 2022 |
| Demetrius Alexander Kokales | Fort Pitt Capital Group, LLC independent RIA | Schneider Downs Wealth Management Advisors, LP independent RIA | RIA to RIA | Oct 21, 2021 | Nov 29, 2021 (39 d) |
| Travis Edward Sollinger | Fort Pitt Capital Group, LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 16, 2018 | Apr 25, 2018 |
| Lisa Joyce Delisio | Fort Pitt Capital Group, LLC other | LPL Financial LLC independent RIA | Other | Jan 23, 2018 | May 16, 2019 (478 d) |
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9 moves match.