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 Presidio Capital Advisors 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 |
|---|---|---|---|---|---|
| Samantha L Dean | Convergent Wealth Advisors, LLC other | Presidio Capital Advisors LLC other | Other | Dec 8, 2014 | Dec 5, 2014 |
| Brian Andrew Pierson | Convergent Wealth Advisors, LLC other | Presidio Capital Advisors LLC other | Other | Dec 8, 2014 | Dec 5, 2014 |
| Mark Raymond Palmer | Charles Schwab & Co., Inc. national BD | Presidio Capital Advisors LLC other | Other | Oct 13, 2010 | Nov 17, 2010 (35 d) |
| Stephen Fred Conte | Shepherd Kaplan LLC other | Presidio Capital Advisors LLC other | Other | Jul 20, 2010 | May 7, 2014 (1387 d) |
| Kelly S Lawson | Presidio Capital Advisors, LLC unclassified | Presidio Capital Advisors LLC other | Other | Oct 22, 2008 | Oct 28, 2008 |
| Ralph Melville Drybrough | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Presidio Capital Advisors LLC other | Other | Jul 20, 2005 | Jul 8, 2005 |
| James Jay Hausberg | Credit Suisse Securities (USA) LLC other | Presidio Capital Advisors LLC other | Other | Oct 28, 2004 | Jan 6, 2005 (70 d) |
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7 moves match.