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 The Pension Group
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 |
|---|---|---|---|---|---|
| William J. Lacure | The Pension Group independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | May 13, 2026 | Jul 17, 2026 (65 d) |
| Jacob Chrysler | The Pension Group independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2025 | Mar 19, 2025 (34 d) |
| John Robert Forloine | The Pension Group independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Oct 10, 2022 | Nov 19, 2022 (40 d) |
| Jonathan Daniel Ramsey | The Pension Group independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 15, 2021 | Jan 29, 2026 (1659 d) |
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4 moves match.