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 Pinhook Capital, 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
Ryan Atticus LoweLucia Capital Group independent RIAPinhook Capital, LLC otherOtherDec 31, 2020Nov 3, 2014
Raymond Joseph LuciaLucia Capital Group independent RIAPinhook Capital, LLC otherOtherOct 5, 2020Apr 1, 2013
Joseph Paul LuciaLucia Capital Group independent RIAPinhook Capital, LLC otherOtherOct 5, 2020Apr 2, 2013
Thomas A WyckoffLucia Capital Group independent RIAPinhook Capital, LLC asset managerOtherOct 5, 2020Jun 14, 2018
Theresa Jean OchsLucia Capital Group independent RIAPinhook Capital, LLC otherOtherApr 4, 2018Apr 1, 2013
Shelsey Megan RobertsonLucia Capital Group otherPinhook Capital, LLC otherOtherDec 31, 2015Jan 4, 2016
Mitchell Steven AvnetLucia Capital Group otherPinhook Capital, LLC asset managerOtherApr 29, 2015Apr 25, 2018 (1092 d)
Mark Christopher ScalzoConcert Wealth Management otherPinhook Capital, LLC otherOtherJul 12, 2013Jul 23, 2014 (376 d)
Aaron Jay RosenLPL Financial LLC otherPinhook Capital, LLC otherOtherJun 24, 2010Nov 20, 2014 (1610 d)
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9 moves match.