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 Pillar Pacific Capital Management LLC
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 |
|---|---|---|---|---|---|
| Stephanie Xiaoqian Chang | Mariner Advisor Network independent RIA | Pillar Pacific Capital Management LLC independent RIA | RIA to RIA | Jul 2, 2019 | Jan 22, 2021 (570 d) |
| Mindy Lee Ying | Pacwest Financial Management Inc other | Pillar Pacific Capital Management LLC other | Other | Mar 4, 2008 | Nov 21, 2007 |
| Sonny Cheng-I Lin | Pacwest Financial Management Inc other | Pillar Pacific Capital Management LLC other | Other | Dec 4, 2007 | Nov 9, 2007 |
| Alan K. Chuang | Pacwest Financial Management Inc other | Pillar Pacific Capital Management LLC other | Other | Nov 27, 2007 | Nov 26, 2007 |
| Lily L Ku | Pacwest Financial Management Inc other | Pillar Pacific Capital Management LLC other | Other | Nov 27, 2007 | Nov 26, 2007 |
| Kendra Dawn Baranko | Miller/Russell & Associates, Inc. unclassified | Pillar Pacific Capital Management LLC other | Other | May 1, 2007 | Sep 27, 2016 (3437 d) |
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6 moves match.