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 Pin Wealth
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 |
|---|---|---|---|---|---|
| Richard Frank Parnigoni | Nfsg Corporation BD affiliated | Pin Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2023 | Apr 25, 2023 |
| Joshua Michael Wilson | Securities America Advisors, Inc. BD affiliated | Pin Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 18, 2022 | Jan 18, 2022 |
| David Anderson Knechtle | Securities America Advisors, Inc. BD affiliated | Pin Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 18, 2022 | Jan 11, 2022 |
| Miranda Jean Monte | Securities America Advisors, Inc. BD affiliated | Pin Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 18, 2022 | Jan 11, 2022 |
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4 moves match.