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 Pasi Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Michael Pangaro | Pangaro Wealth Management, LLC unclassified | Pasi Investments, LLC institutional | Other | Aug 18, 2023 | Aug 5, 2021 |
| Ashley W Rendon | Edward Jones national BD | Pasi Investments, LLC institutional | Other | Feb 25, 2022 | Mar 7, 2022 |
| Thomas Mcmahon Rianhard | Fmi unclassified | Pasi Investments, LLC other | Other | Mar 31, 2016 | Jul 12, 2016 (103 d) |
| Todd Alan Davis | Tower Square Securities, Inc. other | Pasi Investments, LLC other | Other | Feb 8, 2008 | Feb 26, 2008 |
| Ronald Jay Fishman | Yhb Retirement Services, LLC unclassified | Pasi Investments, LLC other | Other | Dec 31, 2007 | Jan 16, 2008 |
| Paul Roger Martel | Yhb Retirement Services, LLC unclassified | Pasi Investments, LLC other | Other | Dec 31, 2007 | Jan 16, 2008 |
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6 moves match.