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 Fort Pitt Capital 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.

AdvisorFromToTypeLeftRegistered
Kyle G EichornHuntington Financial Advisors BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2024Aug 28, 2024
Roman William DayFederated Global Investment Management Corp. asset managerFort Pitt Capital Group, LLC independent RIAOtherJan 8, 2024Aug 13, 2024 (218 d)
Paul BrahanPnc Wealth Management BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 26, 2023Jan 10, 2024
Eunji KwonCitizens Securities, Inc. BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 19, 2023Jan 8, 2024
Myles Waltonbaugh-ClementsAmeriprise Financial Services, LLC national BDFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2022Aug 31, 2022
Mariano LopezCitizens Securities, Inc. BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2022Oct 12, 2022 (238 d)
David Anthony GraverKestra Advisory Services, LLC BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2021Aug 17, 2021
Cory James PhillipsEdward Jones national BDFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2021Jun 9, 2021
David Anthony PlanteTd Ameritrade, Inc. no RAUMFort Pitt Capital Group, LLC independent RIAOtherJan 11, 2021Jul 10, 2024 (1276 d)
Edward M LettieriHefren-Tillotson, Inc. independent RIAFort Pitt Capital Group, LLC independent RIARIA to RIASep 14, 2020Jan 28, 2021 (136 d)
Emily Sue SippelCibc Private Wealth Advisors, Inc. BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2020May 22, 2020 (71 d)
Bradley Randolph NewmanRoof Advisory Group, Inc. independent RIAFort Pitt Capital Group, LLC independent RIARIA to RIAOct 30, 2019Oct 1, 2019
Daniel T. EyeRoof Advisory Group, Inc. independent RIAFort Pitt Capital Group, LLC independent RIARIA to RIAOct 30, 2019Oct 1, 2019
Bryson Jeffrey RoofRoof Advisory Group, Inc. independent RIAFort Pitt Capital Group, LLC independent RIARIA to RIAOct 30, 2019Oct 1, 2019
Brian J JankowskiRoof Advisory Group, Inc. independent RIAFort Pitt Capital Group, LLC independent RIARIA to RIAOct 30, 2019Oct 1, 2019
David ZabelaTd Ameritrade, Inc. no RAUMFort Pitt Capital Group, LLC independent RIAOtherNov 27, 2018Oct 15, 2020 (688 d)
Beth D LynchSchneider Downs Wealth Management Advisors, LP otherFort Pitt Capital Group, LLC otherOtherJan 16, 2018Jan 18, 2018
Skylar Harrison RiddlePnc Wealth Management BD affiliatedFort Pitt Capital Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 9, 2017Aug 6, 2020 (1001 d)
Charles Anthony MattiucciFragasso Financial Advisors otherFort Pitt Capital Group, LLC otherOtherMay 8, 2017Apr 26, 2017
Katharine PerryMorgan Stanley wirehouseFort Pitt Capital Group, LLC otherOtherMar 28, 2016Mar 11, 2016
Lisa Joyce DelisioPwa Wealth Management otherFort Pitt Capital Group, LLC otherOtherJul 15, 2014Apr 5, 2016 (630 d)
Page 1 of 1
21 moves match.