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 Zink Wealth Solutions 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 |
|---|---|---|---|---|---|
| Cristina Extremera Abril | Insigneo Advisory Services, LLC mixed wealth | Zink Wealth Solutions LLC state registered | RIA to a state-registered adviser | Jun 12, 2023 | Oct 19, 2022 |
| Miguel Cebolla Tomas | Pnc Managed Account Solutions, Inc. BD affiliated | Zink Wealth Solutions LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 20, 2021 | Oct 17, 2022 (362 d) |
| Jose A Santamaria | Pnc Managed Account Solutions, Inc. BD affiliated | Zink Wealth Solutions LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 2, 2021 | Oct 6, 2023 (856 d) |
Page 1 of 1
3 moves match.