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 Pacific 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.

AdvisorFromToTypeLeftRegistered
Benjamin Hye-Kwang KimThe Pacific Group independent RIAMatter Family Office independent RIARIA to RIAJul 30, 2026Sep 11, 2026 (43 d)
Nathan Edwin GierkeThe Pacific Group independent RIASootchy Securities, LLC no RAUMOtherJul 5, 2022Aug 24, 2020
Gerard Alonzo SingfieldThe Pacific Group independent RIACulture Capital Partners, LLC state registeredRIA to a state-registered adviserSep 29, 2020May 1, 2020
Brett James ThomasThe Pacific Group independent RIAAdviceperiod, LLC independent RIARIA to RIAApr 17, 2020Feb 23, 2021 (312 d)
Timothy Ochoa HatcherThe Pacific Group independent RIAPurewater Capital, LLC independent RIARIA to RIAOct 2, 2019Aug 30, 2019
Corey F ScottThe Pacific Group independent RIAPurewater Capital, LLC independent RIARIA to RIAOct 1, 2019Aug 30, 2019
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6 moves match.