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 Pinnacle Wealth Management Group, Inc.
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 |
|---|---|---|---|---|---|
| Eddison Charles Millington | Sei Investments Management Corp other | Pinnacle Wealth Management Group, Inc. independent RIA | Other | May 30, 2017 | Mar 19, 2018 (293 d) |
| Daniel Anthony Cesta | LPL Financial LLC other | Pinnacle Wealth Management Group, Inc. independent RIA | Other | Apr 1, 2016 | Feb 16, 2016 |
| Robert Charles Murphy | Symmetry Partners other | Pinnacle Wealth Management Group, Inc. independent RIA | Other | Sep 28, 2012 | Jul 27, 2020 (2859 d) |
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3 moves match.