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 Investment 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 |
|---|---|---|---|---|---|
| David Monroe Poarch | Native American Fund Advisors LLC other | Pinnacle Investment Advisors mixed wealth | Other | Dec 31, 2018 | May 16, 2019 (136 d) |
| Robert Brett Kramer | Native American Fund Advisors LLC other | Pinnacle Investment Advisors mixed wealth | Other | Dec 31, 2018 | May 16, 2019 (136 d) |
| Joel Bernard Kantor | Native American Fund Advisors LLC other | Pinnacle Investment Advisors independent RIA | Other | Dec 31, 2018 | Jan 1, 2025 (2193 d) |
| Jayme Don Fowler | Tcw Investment Management Company LLC other | Pinnacle Investment Advisors independent RIA | Other | May 25, 2005 | Jan 1, 2025 (7161 d) |
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4 moves match.