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 Penobscot Financial 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
Jessica DolmagePenobscot Financial Advisors independent RIAAllodium Investment Consultants, LLC independent RIARIA to RIAJan 14, 2026Apr 22, 2026 (98 d)
Colby Jordan MankPenobscot Financial Advisors independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAFeb 27, 2025Mar 17, 2025
James KanePenobscot Financial Advisors independent RIAAj Wealth independent RIARIA to RIASep 15, 2022Sep 13, 2022
Abrin Angelus BerkemeyerPenobscot Financial Advisors independent RIARwm Capital, LLC independent RIARIA to RIAOct 29, 2021Feb 2, 2022 (96 d)
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4 moves match.