DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Pinnacle Treasury Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Louise Rebecca Down | Pinnacle Treasury Investments, LLC state registered | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Apr 26, 2024 | May 3, 2024 |
Page 1 of 1
1 moves match.