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 Ptma Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jack Lynam | Ptma Investment Advisors asset manager | Wells Fargo Advisors wirehouse | Other | Aug 25, 2025 | Sep 29, 2025 (35 d) |
| Gabriel Lukas | Ptma Investment Advisors asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Apr 8, 2024 | May 21, 2024 (43 d) |
| Richard Thaddeus Deary | Ptma Investment Advisors asset manager | Loop Capital Asset Management other | Other | Mar 16, 2021 | May 24, 2023 (799 d) |
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3 moves match.