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 Forecast Capital Management
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 Robert Pistilli | Charles Schwab & Co., Inc. national BD | Forecast Capital Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 8, 2021 | Feb 28, 2025 (1178 d) |
| John Alberto Pistilli | Morgan Stanley wirehouse | Forecast Capital Management state registered | Wirehouse to a state-registered adviser | Jun 24, 2019 | Jun 24, 2019 |
| Jason Christopher Hilliard | Sowell Management other | Forecast Capital Management state registered | Other | Jan 23, 2017 | Mar 25, 2019 (791 d) |
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3 moves match.