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 Allianz Global Investors U.S. 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
Jacob VigneauAmeriprise Financial Services, LLC national BDAllianz Global Investors U.S. LLC asset managerOtherOct 10, 2018Oct 26, 2018
Nicholas Paul BressiIndependent Financial Partners independent RIAAllianz Global Investors U.S. LLC asset managerOtherJul 24, 2018Sep 4, 2018 (42 d)
Jeffery GardnerNationwide Investment Advisors, LLC otherAllianz Global Investors U.S. LLC asset managerOtherNov 27, 2017Feb 27, 2019 (457 d)
Jonathan Jay BeruschSanford C. Bernstein & Co., LLC no RAUMAllianz Global Investors U.S. LLC otherOtherNov 6, 2014Jun 26, 2015 (232 d)
Kristian Peter MarcaEsposito Partners, LLC no RAUMAllianz Global Investors U.S. LLC otherOtherSep 22, 2011May 8, 2013 (594 d)
Horacio Andres ValeirasNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Jane Louise EdmondsonNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Michael Emerson YeeNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Daniel Thomas JanowiakNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Michael Woods MemoryNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Brandon William MichaelNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Yuka Okawa MarosekNicholas-Applegate Capital Management LLC unclassifiedAllianz Global Investors U.S. LLC otherOtherJan 3, 2011Jul 21, 2010
Christopher Alan DavisFisher Investments otherAllianz Global Investors U.S. LLC otherOtherNov 2, 2005Jul 23, 2014 (3185 d)
Page 1 of 1
13 moves match.