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 Pillar Wealth 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 |
|---|---|---|---|---|---|
| Michael Dogum | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC no RAUM | Other | Apr 13, 2017 | Dec 9, 2011 |
| Trevin J Panaia | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC no RAUM | Other | Sep 2, 2016 | Jan 6, 2012 |
| Stephen Christopher Target | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC no RAUM | Other | Jun 9, 2016 | Dec 9, 2011 |
| Kyle Andrew Bain | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC other | Other | Dec 2, 2015 | Sep 4, 2015 |
| Michael Conway Bree | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC no RAUM | Other | Sep 26, 2013 | Dec 9, 2011 |
| Richard Collins Clark | Hornor, Townsend & Kent, LLC other | Pillar Wealth Advisors, LLC no RAUM | Other | Sep 26, 2013 | Dec 9, 2011 |
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6 moves match.