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 Pinion Wealth 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 |
|---|---|---|---|---|---|
| Jordan Robert Brenner | Edward Jones national BD | Pinion Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2023 | May 23, 2023 |
| Stephen Spach | Heritage Wealth Management, LLC independent RIA | Pinion Wealth Management, LLC independent RIA | RIA to RIA | May 3, 2023 | Apr 18, 2023 |
| Sheryl Anne Meyer | Vsr Advisory Services other | Pinion Wealth Management, LLC other | Other | Nov 7, 2014 | Jan 5, 2015 (59 d) |
| Dari Michaela Basore | Intrust Brokerage Inc. unclassified | Pinion Wealth Management, LLC other | Other | Feb 16, 2005 | Mar 9, 2005 |
Page 1 of 1
4 moves match.