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 Planpilot
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 |
|---|---|---|---|---|---|
| Bradley Jon Sieniawski | Cbiz Investment Advisory Services, LLC institutional | Planpilot institutional | Other | Feb 28, 2025 | Mar 25, 2025 |
| Greg Michael Papantonio | Advice And Planning Services BD affiliated | Planpilot institutional | Other | Aug 2, 2023 | Jul 1, 2024 (334 d) |
| Christopher Aaron Garrison | Pinnacle Pension Consultants LLC institutional | Planpilot institutional | Other | Feb 13, 2020 | Apr 14, 2020 (61 d) |
| Timothy Andrew Vieth | J.P. Morgan Securities LLC wirehouse | Planpilot other | Other | Jul 21, 2017 | Oct 17, 2017 (88 d) |
| William Andrew Karsten | Clearwater Capital Partners other | Planpilot no RAUM | Other | Jan 6, 2014 | Jan 4, 2016 (728 d) |
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5 moves match.