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 Pagnatokarp Partners, 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.

AdvisorFromToTypeLeftRegistered
Eric Henes SchoenerPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJul 9, 2020Jul 9, 2020
Jennifer Lee WappausPagnatokarp Partners, LLC independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJun 22, 2020Jun 22, 2020
David William KarpPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Stephen Herman BerardiPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Dawn Marie PagePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Andrew James WoolridgePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Amanda Rae PlonskiPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Nicholas Vincent MellonePagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Lars Gunnar OkesonPagnatokarp Partners, LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 16, 2020Jun 16, 2020
Joseph Stanley FalchekPagnatokarp Partners, LLC independent RIASbsb Financial Advisors independent RIARIA to RIAMay 3, 2019May 28, 2019
Robert Everett CiulloPagnatokarp Partners, LLC independent RIASbsb Financial Advisors independent RIARIA to RIAFeb 19, 2019Mar 11, 2021 (751 d)
Janice Marie PowellPagnatokarp Partners, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2018Dec 6, 2018 (127 d)
Kevin Wallace SmithPagnatokarp Partners, LLC independent RIAWealthspire Advisors independent RIARIA to RIAMay 17, 2018May 21, 2018
William Dennis BancroftPagnatokarp Partners, LLC independent RIAImpact Capital, LLC independent RIARIA to RIAMay 1, 2018Mar 28, 2022 (1427 d)
David Richard NelsonPagnatokarp Partners, LLC otherVerdence Capital Advisors, LLC otherOtherNov 30, 2017Dec 12, 2017
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15 moves match.