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 Pierson Wealth 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 |
|---|---|---|---|---|---|
| Charles Thomas Anglin | Arcus Capital Partners, LLC independent RIA | Pierson Wealth Management independent RIA | RIA to RIA | May 11, 2021 | May 13, 2021 |
| Robert Franklin Pierson | Raymond James & Associates, Inc. national BD | Pierson Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2018 | Apr 16, 2018 |
| Brian Alexander Carter | Raymond James & Associates, Inc. national BD | Pierson Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 27, 2018 | Mar 29, 2018 |
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3 moves match.