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 Commerce 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Justin Peterkin | LPL Enterprise, LLC BD affiliated | Commerce Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | May 5, 2026 (67 d) |
| Michael Edward Perdzock | Cbiz Investment Advisory Services, LLC institutional | Commerce Advisors, LLC independent RIA | Other | Jul 2, 2024 | Jul 29, 2026 (757 d) |
| Ronald Dow Partain | Barksdale Investment Management institutional | Commerce Advisors, LLC independent RIA | Other | Apr 4, 2023 | Apr 25, 2024 (387 d) |
| Michael Edward Perdzock | Consulting Services Group, LLC other | Commerce Advisors, LLC other | Other | Sep 19, 2013 | Oct 13, 2009 |
| William David Woodmansee | Wells Fargo Advisors wirehouse | Commerce Advisors, LLC other | Other | Oct 23, 2009 | Oct 2, 2009 |
Page 1 of 1
5 moves match.