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 Prestige Wealth Management Group, 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.

AdvisorFromToTypeLeftRegistered
Nalby NouhBeacon Trust independent RIAPrestige Wealth Management Group, LLC independent RIARIA to RIAJun 26, 2026Aug 7, 2026 (42 d)
Paul Romano EspositoAlliance Wealth Management Group, LLC independent RIAPrestige Wealth Management Group, LLC independent RIARIA to RIAMar 28, 2018Apr 24, 2018
Timothy Dornan MoranWells Fargo Advisors wirehousePrestige Wealth Management Group, LLC otherOtherJan 25, 2018Feb 28, 2018 (34 d)
Kevin Mark MeansSelect Alternative Investments LLC unclassifiedPrestige Wealth Management Group, LLC otherOtherNov 15, 2016Nov 2, 2016
Michael John WhittemoreThe Pillar Strategies otherPrestige Wealth Management Group, LLC otherOtherJul 24, 2014Jun 21, 2013
Michael Joseph StanleyWells Fargo Advisors wirehousePrestige Wealth Management Group, LLC otherOtherMay 28, 2013Jul 8, 2013 (41 d)
Robert Philip RenshawAepg Wealth Strategies otherPrestige Wealth Management Group, LLC otherOtherApr 19, 2013May 8, 2013
Jeffrey Wilbur HilliardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrestige Wealth Management Group, LLC otherOtherMar 4, 2013Jun 20, 2013 (108 d)
John Stefano KotsonisWells Fargo Advisors wirehousePrestige Wealth Management Group, LLC otherOtherNov 8, 2012Nov 9, 2012
Donna SullivanWells Fargo Advisors wirehousePrestige Wealth Management Group, LLC otherOtherAug 23, 2012Sep 17, 2012
John C DeangeloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePrestige Wealth Management Group, LLC otherOtherJun 26, 2012Jul 30, 2012 (34 d)
Roy Evans WilliamsLPL Financial LLC otherPrestige Wealth Management Group, LLC independent RIAOtherNov 29, 2011Nov 21, 2019 (2914 d)
James Douglas DolanLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherNov 29, 2011Jun 25, 2007
Steven Edward LindenLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherNov 29, 2011Mar 2, 2004
Kenneth Christopher PaulLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherNov 29, 2011Jun 26, 2007
Andrew ByersLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherNov 29, 2011Feb 14, 2011
Gordon Schurch ShearerLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherSep 20, 2010Apr 22, 2008
Paul Romano EspositoLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherMay 5, 2009Dec 6, 2007
David Joseph WatsonLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherApr 9, 2009Jan 6, 2009
Joel Richard MorrisLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherMay 12, 2005Oct 14, 2004
Ranald Kim NicholasLPL Financial LLC otherPrestige Wealth Management Group, LLC otherOtherJul 13, 2004May 19, 2004
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21 moves match.