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 Euro Pacific Asset Management, 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 |
|---|---|---|---|---|---|
| Peter David Schiff | A.G.P / Alliance Global Partners independent RIA | Euro Pacific Asset Management, LLC independent RIA | RIA to RIA | Jan 3, 2024 | Apr 10, 2024 (98 d) |
| Brandon Bierk | Cetera Investment Advisers LLC BD affiliated | Euro Pacific Asset Management, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2021 | Aug 2, 2021 (49 d) |
| Christopher Alfred Pieretti | Advice And Planning Services BD affiliated | Euro Pacific Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2020 | Jun 16, 2020 (48 d) |
| James Ryan Nelson | A.G.P / Alliance Global Partners other | Euro Pacific Asset Management, LLC other | Other | Mar 6, 2014 | Jun 3, 2015 (454 d) |
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4 moves match.