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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Charles Bailey Poston | Truist Advisory Services, Inc. BD affiliated | Pinnacle Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | May 11, 2021 |
| Nathan Shioji Kurita | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pinnacle Wealth Advisors other | Other | Jul 1, 2016 | Jun 30, 2016 |
| Robert Byron Sutton | First Horizon Advisors, Inc other | Pinnacle Wealth Advisors other | Other | Apr 29, 2015 | Jul 15, 2015 (77 d) |
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3 moves match.