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 Pinnacle 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 |
|---|---|---|---|---|---|
| Anthony Gigliotti | J.P. Morgan Securities LLC wirehouse | Pinnacle Advisors independent RIA | Wirehouse to independent RIA | Apr 12, 2026 | Apr 16, 2026 |
| Andrea Nicole Ellis | Mariner BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2024 | Nov 12, 2024 |
| Robert William Danuloff | Kestra Advisory Services, LLC BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2024 | Oct 3, 2024 |
| Gregory M Spickard | Bullseye Investment Management, LLC independent RIA | Pinnacle Advisors independent RIA | RIA to RIA | Aug 27, 2024 | Aug 23, 2024 |
| Andrew Charles Lerda-Plog | LPL Financial LLC BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2024 | Nov 26, 2024 (246 d) |
| Alex Joseph Kulka | Cambridge Investment Research Advisors, Inc. BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2023 | Jan 25, 2024 (37 d) |
| Blake Alexander Rudolph | W&S Brokerage Services, Inc. BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2023 | Jan 25, 2024 (178 d) |
| Richard Frank Kammer | Cornerstone Wealth Management independent RIA | Pinnacle Advisors independent RIA | RIA to RIA | Jan 28, 2022 | Jan 3, 2023 (340 d) |
| William Joseph Cunningham | 1st Global Advisors Inc BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2019 | Jun 7, 2019 |
| David William Heichel | Creative Financial Designs, Inc. BD affiliated | Pinnacle Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2019 | Mar 5, 2019 |
| Keith Allen Heichel | Lifetime Planning Pinnacle Advisors, Inc no RAUM | Pinnacle Advisors other | Other | Mar 8, 2017 | Feb 23, 2007 |
| William David Heichel | Lifetime Planning Pinnacle Advisors, Inc no RAUM | Pinnacle Advisors other | Other | Mar 8, 2017 | Dec 4, 2006 |
| Andrew Jonathan Silver | Sei Investments Management Corp other | Pinnacle Advisors other | Other | Jan 26, 2010 | Aug 6, 2010 (192 d) |
| Verdayne Lee Wendling | Hudson Financial Advisors Inc state registered | Pinnacle Advisors other | Other | Jan 16, 2007 | Feb 26, 2007 (41 d) |
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14 moves match.