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 Wealth 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.

AdvisorFromToTypeLeftRegistered
Carl William MarkerIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Oct 28, 2025
Steve Foster HaugIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Mar 10, 2026
Christopher L MaganaIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Nov 4, 2025
Daniel Allan BelicaIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Feb 9, 2026
Douglas Paul KintzingerIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Mar 12, 2026
William M NousMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePinnacle Wealth Advisors independent RIAWirehouse to independent RIAJul 30, 2026Jul 21, 2026
Michael Aaron MuscoEquilus Group Inc state registeredPinnacle Wealth Advisors independent RIAOtherMay 27, 2026Jun 15, 2026
Joshua Robert Keith GayMML Investors Services, LLC BD affiliatedPinnacle Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2025Oct 9, 2025
Justin Lyle ElsburyStrategic Advisers LLC national BDPinnacle Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2025May 9, 2025
Ronald Everett WilkinsonSecurity First Advisors independent RIAPinnacle Wealth Advisors independent RIARIA to RIAApr 1, 2025Feb 9, 2024
Rachael Lynn SchweigerSecurity First Advisors independent RIAPinnacle Wealth Advisors independent RIARIA to RIAApr 1, 2025Feb 7, 2024
Shawn Joseph RaeMorgan Stanley wirehousePinnacle Wealth Advisors independent RIAWirehouse to independent RIAJan 19, 2023Feb 26, 2023 (38 d)
Tyler Joseph NagelHarlow Wealth Management, Inc. independent RIAPinnacle Wealth Advisors independent RIARIA to RIAFeb 19, 2016Dec 3, 2024 (3210 d)
Randy Earl GayHarlow Wealth Management, Inc. independent RIAPinnacle Wealth Advisors independent RIARIA to RIAFeb 1, 2016May 10, 2022 (2290 d)
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14 moves match.