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 Pillar Wealth Management Co.
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 |
|---|---|---|---|---|---|
| Patrick Ryan Sturm | Russell Investments other | Pillar Wealth Management Co. independent RIA | Other | Mar 15, 2013 | Apr 8, 2013 |
| Chester William Lee | Voya Financial Advisors, Inc. other | Pillar Wealth Management Co. independent RIA | Other | May 16, 2011 | May 6, 2011 |
| Brian John Cleven | Madison Investment Advisors, LLC other | Pillar Wealth Management Co. independent RIA | Other | Apr 6, 2011 | Jul 12, 2011 (97 d) |
Page 1 of 1
3 moves match.