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 Primesolutions 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 |
|---|---|---|---|---|---|
| Maria Carla Devlin | Pacific Portfolio Consulting, LLC mixed wealth | Primesolutions Advisors, LLC other | Other | Apr 1, 2024 | Jun 1, 2017 |
| Kimberly Martina Gannis | Amundi Pioneer Institutional Asset Management, Inc. other | Primesolutions Advisors, LLC other | Other | May 8, 2012 | May 16, 2012 |
| Keith Alan Woerner | Nrp Advisors, Inc. unclassified | Primesolutions Advisors, LLC other | Other | Jul 29, 2009 | Jun 4, 2009 |
| William Culp Burnette | Garrison Institutional Asset Management unclassified | Primesolutions Advisors, LLC other | Other | Jan 24, 2003 | Jun 30, 2005 (888 d) |
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4 moves match.