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 Pacer Advisors, Inc.

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
Erin Marie JagusakCaptrust institutionalPacer Advisors, Inc. asset managerOtherJul 22, 2026Aug 11, 2026
Tyler R KoivistoIdx Advisors asset managerPacer Advisors, Inc. asset managerOtherMay 13, 2026Feb 3, 2026
Michael A GreenJohn Hancock Investment Management LLC asset managerPacer Advisors, Inc. asset managerOtherFeb 2, 2026Jan 30, 2026
Nathan Grant BakerStrategic Advisers LLC national BDPacer Advisors, Inc. asset managerOtherNov 20, 2025Mar 3, 2026 (103 d)
Donald C KornseEaton Vance Management asset managerPacer Advisors, Inc. asset managerOtherNov 13, 2025Nov 13, 2025
Joshua Jacobs MccarthyLifepoint Planning independent RIAPacer Advisors, Inc. asset managerOtherSep 30, 2025Oct 3, 2025
Garrett S TingleOsaic Wealth, Inc. BD affiliatedPacer Advisors, Inc. asset managerOtherSep 25, 2025Oct 3, 2025
Marc WestburgColumbia Management Investment Advisers, LLC asset managerPacer Advisors, Inc. asset managerOtherMay 23, 2025Jun 6, 2025
Brian M LomedicoAmundi Asset Management US, Inc. asset managerPacer Advisors, Inc. asset managerOtherApr 25, 2025May 5, 2025
Jason CircelliAmundi Asset Management US, Inc. asset managerPacer Advisors, Inc. asset managerOtherApr 25, 2025Jun 10, 2025 (46 d)
Shane BraaschPerceptual Wealth unclassifiedPacer Advisors, Inc. asset managerOtherApr 1, 2024Apr 10, 2024
Richard A SterlingOsaic Fa, Inc. BD affiliatedPacer Advisors, Inc. asset managerOtherFeb 26, 2024Mar 4, 2024
Mark Charles KettenhofenAdvisors Asset Management, Inc. otherPacer Advisors, Inc. asset managerOtherJan 16, 2024Jan 16, 2024
Joseph NassarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePacer Advisors, Inc. asset managerOtherJan 16, 2024Jan 16, 2024
John AbbottLPL Financial LLC BD affiliatedPacer Advisors, Inc. asset managerOtherAug 28, 2023Nov 13, 2023 (77 d)
Mitchell S. GilbertFisher Investments independent RIAPacer Advisors, Inc. asset managerOtherApr 6, 2023Jul 20, 2023 (105 d)
James Anthony GuarciarielloColumbia Management Investment Advisers, LLC asset managerPacer Advisors, Inc. asset managerOtherMar 27, 2023Apr 11, 2023
Sarah NowfelCambridge Investment Research Advisors, Inc. BD affiliatedPacer Advisors, Inc. asset managerOtherDec 31, 2022Jan 12, 2023
Colman Peter FlanaganAmundi Asset Management US, Inc. asset managerPacer Advisors, Inc. asset managerOtherDec 2, 2022Dec 14, 2022
Shahram K ShafiiLifeworks Advisors, LLC independent RIAPacer Advisors, Inc. asset managerOtherNov 3, 2022Nov 3, 2022
Benjamin Anthony JuniorCharles Schwab & Co., Inc. national BDPacer Advisors, Inc. asset managerOtherJul 19, 2022Aug 22, 2022 (34 d)
Mark Austin DonovanAmundi Asset Management US, Inc. asset managerPacer Advisors, Inc. asset managerOtherJun 3, 2022Jun 13, 2022
Robert Michael KunceInvesco Advisers, Inc. asset managerPacer Advisors, Inc. asset managerOtherApr 5, 2022Apr 21, 2022
Nicholis ColeFisher Investments independent RIAPacer Advisors, Inc. asset managerOtherFeb 22, 2022Mar 21, 2022
Charles J MaschiNeuberger Berman Bd LLC no RAUMPacer Advisors, Inc. asset managerOtherSep 15, 2021Sep 16, 2021
Jeffrey Scott BetrosFisher Investments independent RIAPacer Advisors, Inc. asset managerOtherJan 22, 2021Jan 14, 2021
Aaron David HolmanWells Fargo Advisors wirehousePacer Advisors, Inc. asset managerOtherJan 22, 2020Jan 16, 2020
Dylan DeleonVirtus Investment Advisers, LLC asset managerPacer Advisors, Inc. asset managerOtherOct 15, 2019Nov 14, 2019
Kurt Alan WhiteMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePacer Advisors, Inc. asset managerOtherMar 18, 2019Mar 27, 2019
Kenneth Franklin VanceColumbia Management Investment Advisers, LLC asset managerPacer Advisors, Inc. asset managerOtherJan 29, 2018Apr 20, 2018 (81 d)
Daniel Mark AliverniniUsaa Financial Planning Services no RAUMPacer Advisors, Inc. asset managerOtherMay 5, 2017Apr 25, 2018 (355 d)
Lance WordelmannMetric Advisors LLC no RAUMPacer Advisors, Inc. otherOtherDec 31, 2015Aug 1, 2017 (579 d)
Eric Michael ClarkLord, Abbett & Co. LLC otherPacer Advisors, Inc. otherOtherApr 23, 2014Apr 20, 2016 (728 d)
Patrick Ryan HullSecurian Financial Services, Inc. otherPacer Advisors, Inc. asset managerOtherSep 16, 2013Oct 3, 2019 (2208 d)
Brad Schafenacker GeryMML Investors Services, LLC otherPacer Advisors, Inc. otherOtherDec 21, 2012Jun 11, 2013 (172 d)
Tyler SchlaterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePacer Advisors, Inc. asset managerOtherDec 19, 2011Dec 17, 2021 (3651 d)
Peter Colwin TamburrinoPnc Wealth Management otherPacer Advisors, Inc. otherOtherFeb 25, 2011Sep 19, 2016 (2033 d)
Sean P RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePacer Advisors, Inc. otherOtherOct 21, 2010Feb 22, 2012 (489 d)
Christopher Luke WeissEvergreen Investment Management Co unclassifiedPacer Advisors, Inc. otherOtherDec 31, 2009Mar 5, 2010 (64 d)
Michael John AngeloLincoln Financial Distributors, Inc. unclassifiedPacer Advisors, Inc. otherOtherMay 11, 2009Jan 29, 2010 (263 d)
Robert Michael McaleerLincoln Financial Distributors, Inc. unclassifiedPacer Advisors, Inc. otherOtherAug 15, 2008Aug 17, 2009 (367 d)
Brian D BroganH. G. Wellington & Co., Inc. unclassifiedPacer Advisors, Inc. otherOtherJun 18, 2008Jul 17, 2008
Timothy Ryan OdonovanAmg Distributors, Inc. unclassifiedPacer Advisors, Inc. otherOtherJun 5, 2008Mar 25, 2009 (293 d)
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43 moves match.