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
Arrivals at Pjs Investment Management
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 |
|---|---|---|---|---|---|
| Scott Michael Conger | Ppcm, Inc. other | Pjs Investment Management independent RIA | Other | Feb 29, 2016 | Nov 5, 2018 (980 d) |
| Jason Scott Lacey | Lewis Lacey Capital Management, LLC unclassified | Pjs Investment Management other | Other | Dec 31, 2013 | Mar 13, 2014 (72 d) |
| Nicholas Andrew Ziarek | Hogan Financial other | Pjs Investment Management other | Other | Sep 27, 2013 | Nov 21, 2013 (55 d) |
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3 moves match.