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 Pennsylvania Capital Management 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 |
|---|---|---|---|---|---|
| Christopher Mallon | Hobbs Group Advisors LLC independent RIA | Pennsylvania Capital Management Inc. independent RIA | RIA to RIA | May 2, 2018 | May 25, 2018 |
| Danielle Kaye Margulis | Pinnacle Financial Advisors, LLC other | Pennsylvania Capital Management Inc. other | Other | Mar 11, 2013 | May 9, 2013 (59 d) |
| Donna M Zanetti | Western International Securities other | Pennsylvania Capital Management Inc. other | Other | Oct 3, 2012 | May 9, 2013 (218 d) |
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3 moves match.