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 Pacific Income Advisers Inc
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 |
|---|---|---|---|---|---|
| Joseph Lloyd Mcadams | Syndicated Capital, Inc. independent RIA | Pacific Income Advisers Inc other | Other | May 28, 2026 | Jan 1, 2026 |
| Egor Nickolaevich Rybakov | Santa Barbara Asset Management, LLC other | Pacific Income Advisers Inc other | Other | Nov 24, 2008 | Mar 4, 2010 (465 d) |
| Bennett Edward Gross | Windward Capital Management Co other | Pacific Income Advisers Inc other | Other | Jul 15, 2004 | Feb 9, 2010 (2035 d) |
Page 1 of 1
3 moves match.