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 The Pinnacle Financial Group
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 |
|---|---|---|---|---|---|
| Xhordi Xhokola | International Assets Investment Management, LLC BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Aug 6, 2026 |
| Michael S Fisher | Ameriprise Financial Services, LLC national BD | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2026 | Apr 1, 2026 |
| John Conrad Buser | Sequent Planning, LLC independent RIA | The Pinnacle Financial Group independent RIA | RIA to RIA | Dec 26, 2025 | Apr 17, 2026 (112 d) |
| Christopher Cornett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Dec 27, 2024 (88 d) |
| Timothy Mahoney Archard | Wealthspire Retirement Advisory institutional | The Pinnacle Financial Group independent RIA | Other | Aug 9, 2024 | Dec 27, 2024 (140 d) |
| Bonnie Laurino | J.P. Morgan Securities LLC wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Jul 3, 2024 | Nov 15, 2024 (135 d) |
| Leonard Francis Marzigliano | Stifel, Nicolaus & Company, Incorporated national BD | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2023 | Mar 20, 2023 (55 d) |
| Renee Danielle Willett | Neuberger Berman Bd LLC no RAUM | The Pinnacle Financial Group independent RIA | Other | Dec 31, 2022 | Dec 27, 2024 (727 d) |
| Michael Robert Molitoris | LPL Financial LLC BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2022 | Nov 9, 2021 |
| James Christopher Trudden | LPL Financial LLC BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2021 | Nov 9, 2021 |
| Luciano Santino Marciano | Maxim Financial Advisors LLC BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2021 | Aug 30, 2021 (45 d) |
| Linda Louise Borst | Wells Fargo Advisors wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Dec 14, 2020 | Aug 16, 2021 (245 d) |
| Shaun B Sterling | Eagle Strategies LLC BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2020 | Aug 23, 2021 (294 d) |
| Michael Allan Goldfeder | Osaic Fa, Inc. BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2020 | Aug 30, 2021 (399 d) |
| Bennett Harris Berman | UBS Financial Services Inc. wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Apr 7, 2020 | Aug 17, 2021 (497 d) |
| Lee Edward Kilbrith | Avantax Advisory Services BD affiliated | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2019 | Aug 25, 2021 (656 d) |
| Eric Neuwirth | Stifel, Nicolaus & Company, Incorporated national BD | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2019 | Oct 8, 2025 (2318 d) |
| Robert Ryan Skoff | Oppenheimer & Co. Inc. other | The Pinnacle Financial Group independent RIA | Other | Sep 22, 2017 | Aug 20, 2021 (1428 d) |
| Paul Irwin Kleinberg | Raymond James Financial Services Advisors, Inc other | The Pinnacle Financial Group independent RIA | Other | Aug 17, 2017 | Aug 20, 2021 (1464 d) |
| Elisa Verna-Caspare | J.P. Morgan Securities LLC wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Jun 22, 2017 | Sep 3, 2021 (1534 d) |
| Ronald Gene Wexler | Oppenheimer & Co. Inc. other | The Pinnacle Financial Group independent RIA | Other | Mar 15, 2017 | Aug 20, 2021 (1619 d) |
| Thomas Musto | Wells Fargo Advisors wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Feb 21, 2017 | Sep 7, 2021 (1659 d) |
| Sean Peter Rooney | Oppenheimer & Co. Inc. other | The Pinnacle Financial Group independent RIA | Other | Nov 3, 2015 | Sep 2, 2021 (2130 d) |
| Michael John Parenti | LPL Financial LLC other | The Pinnacle Financial Group independent RIA | Other | Oct 28, 2015 | Aug 27, 2021 (2130 d) |
| John Michael Raschella | J.P. Morgan Securities LLC wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Apr 16, 2015 | Aug 19, 2021 (2317 d) |
| George P Folias | Edward Jones national BD | The Pinnacle Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2014 | Sep 4, 2021 (2693 d) |
| Gary Leonard Leventhal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Jun 25, 2013 | Oct 28, 2021 (3047 d) |
| John B Hess | J.P. Morgan Securities LLC wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Jun 3, 2009 | Mar 1, 2019 (3558 d) |
| Andrew Mark Hoffman | J.P. Morgan Securities Inc. unclassified | The Pinnacle Financial Group independent RIA | Other | Sep 26, 2007 | Aug 24, 2021 (5081 d) |
| Joseph Donald Esposito | Wells Fargo Advisors wirehouse | The Pinnacle Financial Group independent RIA | Wirehouse to independent RIA | Jan 9, 2003 | Aug 12, 2021 (6790 d) |
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30 moves match.