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 Pacific Point Advisors, 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 |
|---|---|---|---|---|---|
| Kyle Andrew Spiewak | Del Mar Wealth Advisors unclassified | Pacific Point Advisors, LLC independent RIA | Other | Apr 14, 2025 | Apr 1, 2025 |
| Brandon James Healy | Fidelity Personal And Workplace Advisors BD affiliated | Pacific Point Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2021 | Jul 20, 2021 |
| Cole H Winship | Thrivent Investment Management Inc. BD affiliated | Pacific Point Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2020 | Feb 27, 2022 (474 d) |
| Henry Ward Winship | Pacific Point Capital, LLC unclassified | Pacific Point Advisors, LLC mixed wealth | Other | Feb 13, 2019 | Nov 13, 2020 (639 d) |
| Jagdish (Jay) N. Sitlani | Pacific Point Capital, LLC unclassified | Pacific Point Advisors, LLC independent RIA | Other | Feb 13, 2019 | Jan 20, 2026 (2533 d) |
| Michael Cosimo Licosati | Alder Capital, LLC unclassified | Pacific Point Advisors, LLC mixed wealth | Other | Mar 2, 2006 | Nov 13, 2020 (5370 d) |
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6 moves match.