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 Pacific Crest Financial 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 |
|---|---|---|---|---|---|
| Erin Lee Eddins | United Capital Financial Advisors other | Pacific Crest Financial Advisors, LLC state registered | Other | Nov 3, 2016 | Sep 1, 2022 (2128 d) |
| Alexander Fergus Case Williamson | Stancorp Investment Advisers, Inc. other | Pacific Crest Financial Advisors, LLC state registered | Other | Sep 23, 2010 | Dec 13, 2010 (81 d) |
| Darron L. Kuehn | Stancorp Investment Advisers, Inc. other | Pacific Crest Financial Advisors, LLC state registered | Other | Jun 10, 2010 | Dec 13, 2010 (186 d) |
Page 1 of 1
3 moves match.