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 Pvg Asset Management Corp

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
Zolly Cornell BowdenSheets Smith Investment Management, LLC independent RIAPvg Asset Management Corp mixed wealthRIA to RIAMar 31, 2026Mar 31, 2026
Eric Steven TeslerSheets Smith Investment Management, LLC independent RIAPvg Asset Management Corp mixed wealthRIA to RIAMar 31, 2026May 6, 2026 (36 d)
Gregory Cornell BowdenSheets Smith Investment Management, LLC independent RIAPvg Asset Management Corp mixed wealthRIA to RIAMar 31, 2026Jan 8, 2025
Donald Melvin BensonOsaic Wealth, Inc. BD affiliatedPvg Asset Management Corp mixed wealthAffiliated broker-dealer or bank to independent RIANov 22, 2024Nov 5, 2024
Santiago Jose ArbelaezMellig Group, LLC state registeredPvg Asset Management Corp mixed wealthOtherNov 22, 2024Oct 3, 2024
Bruce Cameron AmmanLPL Financial LLC BD affiliatedPvg Asset Management Corp mixed wealthAffiliated broker-dealer or bank to independent RIAJul 17, 2020Jan 2, 2025 (1630 d)
Dennis M ProstHarvest Investment Services, LLC independent RIAPvg Asset Management Corp independent RIARIA to RIAFeb 6, 2020Feb 11, 2020
Christopher Breland KellyBarclay Breland Family Office independent RIAPvg Asset Management Corp independent RIARIA to RIAJan 6, 2020Dec 16, 2019
Paul MacnamaraSipco unclassifiedPvg Asset Management Corp otherOtherDec 12, 2016Dec 22, 2016
Timothy Joseph McintoshSipco unclassifiedPvg Asset Management Corp otherOtherDec 12, 2016Dec 20, 2016
Brett Darren FrascatiMontage Investments, LLC otherPvg Asset Management Corp otherOtherSep 5, 2014Aug 23, 2016 (718 d)
Patrick S AdamsChoice Investment Management LLC unclassifiedPvg Asset Management Corp otherOtherDec 31, 2013Jun 18, 2010
Joseph Nicholas PecoraroGenesee Investment Partners unclassifiedPvg Asset Management Corp mixed wealthOtherDec 31, 2006Jan 5, 2025 (6580 d)
Page 1 of 1
13 moves match.