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 Pence Capital Management, 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 |
|---|---|---|---|---|---|
| Eldon Dryden Pence | Pence Wealth Management, Inc. unclassified | Pence Capital Management, LLC no RAUM | Other | Dec 4, 2023 | Mar 16, 2016 |
| Chad Eugene Krieg | Pence Wealth Management, Inc. unclassified | Pence Capital Management, LLC no RAUM | Other | Dec 4, 2023 | Jan 3, 2023 |
| Ramilo Ramos Reyes | Pence Wealth Management, Inc. unclassified | Pence Capital Management, LLC no RAUM | Other | Dec 4, 2023 | Jan 3, 2023 |
| Ian Venzon | Pence Wealth Management, Inc. unclassified | Pence Capital Management, LLC no RAUM | Other | Dec 4, 2023 | Apr 12, 2021 |
| Laila Sobhi Marshall-Pence | Pence Wealth Management, Inc. unclassified | Pence Capital Management, LLC no RAUM | Other | Dec 4, 2023 | Jun 8, 2016 |
Page 1 of 1
5 moves match.