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 Psi Capital Management

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.

AdvisorFromToTypeLeftRegistered
Bryce Howard BrennanTransition Wealth Management LLC unclassifiedPsi Capital Management independent RIAOtherMay 10, 2023May 17, 2023
Gregory Cyril StaubPilot Capital Management, Inc. unclassifiedPsi Capital Management independent RIAOtherJun 1, 2018Apr 16, 2018
James Wesley BalthaserPilot Capital Management, Inc. unclassifiedPsi Capital Management independent RIAOtherJun 1, 2018May 10, 2018
Karl Allen LehmanPilot Capital Management, Inc. unclassifiedPsi Capital Management independent RIAOtherJun 1, 2018May 10, 2018
Thomas Edward HouckPilot Capital Management, Inc. unclassifiedPsi Capital Management independent RIAOtherJun 1, 2018Jul 17, 2018 (46 d)
Matthew Cyril StaubPilot Capital Management, Inc. unclassifiedPsi Capital Management independent RIAOtherJun 1, 2018Apr 16, 2018
Steven Mark MitchellInvestacorp Advisory Services Inc otherPsi Capital Management independent RIAOtherJan 4, 2007Jan 2, 2002
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7 moves match.