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 Family 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
Spencer Anthony WilmesRfg Advisory, LLC independent RIAPinnacle Family Advisors, LLC independent RIARIA to RIAOct 19, 2021Jul 2, 2021
Christopher Allen BesteRfg Advisory, LLC independent RIAPinnacle Family Advisors, LLC independent RIARIA to RIAOct 1, 2020Oct 1, 2020
Max Kohn BrownHays Advisory, LLC otherPinnacle Family Advisors, LLC mixed wealthOtherFeb 3, 2017Jan 31, 2019 (727 d)
Joel Stephen PearsonAmeriprise Financial Services, LLC national BDPinnacle Family Advisors, LLC otherOtherOct 27, 2015Oct 27, 2015
Michael Todd VaughnThe Mutual Fund Store otherPinnacle Family Advisors, LLC otherOtherFeb 10, 2014Feb 10, 2014
Geoffrey Gene RussellSmith Moore & Co. otherPinnacle Family Advisors, LLC otherOtherJul 13, 2012Aug 16, 2012 (34 d)
Brian Charles MccrackenMorgan Stanley wirehousePinnacle Family Advisors, LLC otherOtherJan 7, 2010Jan 21, 2010
Paul Thomas CarrollRaymond James Financial Services, Inc. unclassifiedPinnacle Family Advisors, LLC otherOtherNov 24, 2008Apr 28, 2009 (155 d)
Ronald Sean MccurryRaymond James Financial Services, Inc. unclassifiedPinnacle Family Advisors, LLC otherOtherJan 7, 2008Apr 28, 2009 (477 d)
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9 moves match.