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 Pension Architects Advisory Group 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 |
|---|---|---|---|---|---|
| Kate Elisabeth Kittinger | Cerity Partners Retirement Plan Consultants institutional | Pension Architects Advisory Group LLC other | Other | Nov 20, 2024 | Apr 1, 2014 |
| Samuel Victor Garcia | Cerity Partners Retirement Plan Consultants other | Pension Architects Advisory Group LLC other | Other | Sep 1, 2015 | Apr 1, 2014 |
| Christopher Francis Arotin | Bridge Advisory LLC other | Pension Architects Advisory Group LLC other | Other | Jan 25, 2013 | Apr 1, 2014 (431 d) |
Page 1 of 1
3 moves match.