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 Persium Advisors, 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
Phillip NelsonFerguson Shapiro LLC independent RIAPersium Advisors, LLC independent RIARIA to RIAMay 1, 2026Jun 9, 2026 (39 d)
Alexei Victorovich LutsayevStargaze independent RIAPersium Advisors, LLC independent RIARIA to RIASep 5, 2024May 9, 2024
Joel Thomas RabanalBb&T Institutional Investment Advisers, Inc. institutionalPersium Advisors, LLC independent RIAOtherOct 30, 2020Jan 19, 2021 (81 d)
Raymond Russell ProphaterSuntrust Investment Services, Inc. otherPersium Advisors, LLC otherOtherNov 23, 2010Jan 4, 2012 (407 d)
Mark Erven MeyerSecurian Financial Services, Inc. otherPersium Advisors, LLC otherOtherJul 2, 2010Jul 7, 2010
Stephen Lyle GrinerSecurian Financial Services, Inc. otherPersium Advisors, LLC otherOtherJul 2, 2010Jul 21, 2010
Patrick Andrew UngashickSecurian Financial Services, Inc. otherPersium Advisors, LLC otherOtherApr 19, 2010Apr 9, 2010
Edmund Alan FortierSecurian Financial Services, Inc. otherPersium Advisors, LLC otherOtherApr 19, 2010Apr 9, 2010
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8 moves match.