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 Pgi 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.

AdvisorFromToTypeLeftRegistered
David Gregory ParkinsonGreylin Investment Management independent RIAPgi Wealth Management independent RIARIA to RIAAug 12, 2024Jul 1, 2024
Katie M WhiteSutton Wealth Advisors, Inc. independent RIAPgi Wealth Management independent RIARIA to RIAAug 30, 2022Dec 16, 2025 (1204 d)
Dustin Mitchell DorhoutWealthplan Investment Management LLC independent RIAPgi Wealth Management independent RIARIA to RIADec 17, 2021Jan 7, 2022
Erin Elizabeth MartinTailored Wealth Management unclassifiedPgi Wealth Management independent RIAOtherDec 18, 2020Oct 30, 2020
Ruben Victor RozentalBlack Pearl Financial Services LLC unclassifiedPgi Wealth Management independent RIAOtherApr 29, 2020Mar 11, 2020
Todd William McelroyPrincipal Securities, Inc. BD affiliatedPgi Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2018Aug 28, 2018
Nicholas Ward McelroyPrincipal Securities, Inc. BD affiliatedPgi Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2018Aug 21, 2018
Page 1 of 1
7 moves match.