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 Private Client Group Asset Management
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 |
|---|---|---|---|---|---|
| Kenneth Paul Lenskold | Beacon Trust independent RIA | Private Client Group Asset Management independent RIA | RIA to RIA | Jun 5, 2024 | Jun 4, 2025 (364 d) |
| David Wordlow Johnson | First Allied Securities, Inc. other | Private Client Group Asset Management other | Other | Mar 12, 2009 | May 15, 2009 (64 d) |
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2 moves match.